FCE
ITUB icon

Fiera Capital (Europe)’s Itaú Unibanco ITUB Stock Holding History

Fiera Capital (Europe)’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
2017
Q1 		$30.9M Sell
5,269,208
-380,552
-7% -$2.26M 14.52% 1
2016
Q4 		$28.2M Sell
5,649,760
-86,113
-2% -$441K 16.33% 1
2016
Q3 		$27.8M Buy
5,735,873
+39,683
+0.7% +$188K 16.37% 1
2016
Q2 		$23.6M Buy
5,696,190
+1,740,870
+44% +$6.71M 18.43% 1
2016
Q1 		$15M Buy
3,955,320
+1,757
+0% +$5.35K 14.58% 2
2015
Q4 		$11.3M Buy
3,953,563
+1,468,299
+59% +$4.66M 13.54% 2
2015
Q3 		$7.23M Sell
2,485,264
-116,016
-4% -$412K 9.58% 3
2015
Q2 		$11.4M Sell
2,601,280
-1,451,496
-36% -$6.83M 10.4% 3
2015
Q1 		$17.9M Buy
4,052,776
+3,455,084
+578% +$16.9M 16.27% 2
2014
Q4 		$5.55K Sell
597,692
-3,087,657
-84% -$17.4M 4.08% 7
2014
Q3 		$20.6M Buy
3,685,349
+229,236
+7% +$1.46M 14.85% 2
2014
Q2 		$19.9M Sell
3,456,113
-255,084
-7% -$1.5M 15.81% 2
2014
Q1 		$20.1M Sell
3,711,197
-362,188
-9% -$1.73M 15.23% 1
2013
Q4 		$20.2M Sell
4,073,385
-40,883
-1% -$213K 11.31% 2
2013
Q3 		$21.2M Sell
4,114,268
-29,085
-0.7% -$136K 12.51% 3
2013
Q2 		$19.4M Buy
+4,143,353
New +$22.6M 11.75% 2

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return