DOA
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D'Orazio & Associates’s Itaú Unibanco ITUB Stock Holding History

D'Orazio & Associates’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,930
Closed -$6K – 288
2015
Q3 		$6K Buy
+1,930
New +$6.85K ﹤0.01% 227

Other funds holding ITUB

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D'Orazio & Associates's ITUB Position: Q4 2015 in Review

D'Orazio & Associates sold out of Itaú Unibanco (ITUB) in Q4 2015, closing a stake of 1,930 shares — an estimated $6K sold.

D'Orazio & Associates first reported a position in ITUB in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 256 funds tracked by Wall St. Rank hold ITUB as of Q4 2015.

  • D'Orazio & Associates reported no remaining Itaú Unibanco position as of Q4 2015 after selling out during the quarter.
  • D'Orazio & Associates sold 1,930 Itaú Unibanco shares in Q4 2015, an estimated $6K.
  • D'Orazio & Associates first reported a position in Itaú Unibanco in Q3 2015 and held it in 1 quarter.
  • D'Orazio & Associates's Itaú Unibanco position peaked at $6K in Q3 2015.
  • 256 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2015.

Based on D'Orazio & Associates's 13F filing for Q4 2015, filed 11 Feb 2016.