Ellevest Inc’s Itaú Unibanco ITUB Stock Holding History

Ellevest Inc’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
2019 Q3	–	Sell	-1,035	Closed	-$7K	–	553
2019 Q2	$7K	Buy	+1,035	New	+$6.51K	﹤0.01%	272

Other funds holding ITUB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ellevest Inc's ITUB Position: Q3 2019 in Review

Ellevest Inc sold out of Itaú Unibanco (ITUB) in Q3 2019, closing a stake of 1,035 shares — an estimated $7K sold.

Ellevest Inc first reported a position in ITUB in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 316 funds tracked by Wall St. Rank hold ITUB as of Q3 2019.

Ellevest Inc reported no remaining Itaú Unibanco position as of Q3 2019 after selling out during the quarter.
Ellevest Inc sold 1,035 Itaú Unibanco shares in Q3 2019, an estimated $7K.
Ellevest Inc first reported a position in Itaú Unibanco in Q2 2019 and held it in 1 quarter.
Ellevest Inc's Itaú Unibanco position peaked at $7K in Q2 2019.
316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2019.

Based on Ellevest Inc's 13F filing for Q3 2019, filed 8 Oct 2019.