EWM
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Elite Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-1,609
Closed -$49K – 245
2014
Q3 		$49K Buy
+1,609
New +$10.3K 0.04% 117

Other funds holding ITUB

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Elite Wealth Management's ITUB Position: Q1 2014 in Review

Elite Wealth Management sold out of Itaú Unibanco (ITUB) in Q1 2014, closing a stake of 1,155 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in ITUB in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 275 funds tracked by Wall St. Rank hold ITUB as of Q1 2014.

  • Elite Wealth Management reported no remaining Itaú Unibanco position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,155 Itaú Unibanco shares in Q1 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in Itaú Unibanco in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Itaú Unibanco position peaked at $6K in Q4 2013.
  • 275 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.