First Personal Financial Services’s Itaú Unibanco ITUB Stock Holding History

First Personal Financial Services’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	-229	Closed	-$1K	–	447
2015 Q3	$1K	Hold	229	–	–	﹤0.01%	437
2015 Q2	$2K	Hold	229	–	–	﹤0.01%	397
2015 Q1	$2K	Hold	229	–	–	﹤0.01%	442
2014 Q4	$1K	Buy	+229	New	+$1.29K	﹤0.01%	420

Other funds holding ITUB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

First Personal Financial Services's ITUB Position: Q4 2015 in Review

First Personal Financial Services sold out of Itaú Unibanco (ITUB) in Q4 2015, closing a stake of 229 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in ITUB in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 256 funds tracked by Wall St. Rank hold ITUB as of Q4 2015.

First Personal Financial Services reported no remaining Itaú Unibanco position as of Q4 2015 after selling out during the quarter.
First Personal Financial Services sold 229 Itaú Unibanco shares in Q4 2015, an estimated $1K.
First Personal Financial Services first reported a position in Itaú Unibanco in Q4 2014 and held it in 4 quarters.
First Personal Financial Services's Itaú Unibanco position peaked at $2K in Q2 2015.
256 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.