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Echo Point Investment Management’s Itaú Unibanco ITUB Stock Holding History

Echo Point Investment Management’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
2013
Q3 		– Sell
-231,987
Closed -$1.09M – 23
2013
Q2 		$1.09M Buy
+231,987
New +$1.26M 3.9% 3

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TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
NC
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Echo Point Investment Management's ITUB Position: Q3 2013 in Review

Echo Point Investment Management sold out of Itaú Unibanco (ITUB) in Q3 2013, closing a stake of 231,987 shares — an estimated $1.09M sold.

Echo Point Investment Management first reported a position in ITUB in Q2 2013 and held it in 1 quarter. The position peaked at $1.09M in Q2 2013. 281 funds tracked by Wall St. Rank hold ITUB as of Q3 2013.

  • Echo Point Investment Management reported no remaining Itaú Unibanco position as of Q3 2013 after selling out during the quarter.
  • Echo Point Investment Management sold 231,987 Itaú Unibanco shares in Q3 2013, an estimated $1.09M.
  • Echo Point Investment Management first reported a position in Itaú Unibanco in Q2 2013 and held it in 1 quarter.
  • Echo Point Investment Management's Itaú Unibanco position peaked at $1.09M in Q2 2013.
  • 281 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2013.

Based on Echo Point Investment Management's 13F filing for Q3 2013, filed 5 Nov 2013.