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Guardian Capital (Canada)’s Itaú Unibanco ITUB Stock Holding History

Guardian Capital (Canada)’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
Q4 		– Sell
-285,929
Closed -$1.9M – 197
2017
Q3 		$1.9M Hold
285,929
– – 0.03% 127
2017
Q2 		$1.53M Buy
285,929
+37,107
+15% +$208K 0.02% 135
2017
Q1 		$1.46M Sell
248,822
-6,638
-3% -$39.4K 0.02% 135
2016
Q4 		$1.27M Sell
255,460
-41,374
-14% -$212K 0.02% 134
2016
Q3 		$1.43M Sell
296,834
-71,186
-19% -$337K 0.02% 128
2016
Q2 		$1.53M Hold
368,020
– – 0.03% 128
2016
Q1 		$1.39M Sell
368,020
-69,209
-16% -$211K 0.02% 125
2015
Q4 		$1.25M Sell
437,229
-183,656
-30% -$583K 0.02% 130
2015
Q3 		$1.81M Buy
620,885
+33,784
+6% +$120K 0.03% 119
2015
Q2 		$2.58M Hold
587,101
– – 0.04% 117
2015
Q1 		$2.6M Sell
587,101
-27,596
-4% -$135K 0.04% 118
2014
Q4 		$3.21M Buy
614,697
+45,683
+8% +$257K 0.05% 106
2014
Q3 		$3.17M Buy
+569,014
New +$3.63M 0.05% 110

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Guardian Capital (Canada)'s ITUB Position: Q4 2017 in Review

Guardian Capital (Canada) sold out of Itaú Unibanco (ITUB) in Q4 2017, closing a stake of 285,929 shares — an estimated $1.9M sold.

Guardian Capital (Canada) first reported a position in ITUB in Q3 2014 and held it in 13 quarters. The position peaked at $3.21M in Q4 2014. 307 funds tracked by Wall St. Rank hold ITUB as of Q4 2017.

  • Guardian Capital (Canada) reported no remaining Itaú Unibanco position as of Q4 2017 after selling out during the quarter.
  • Guardian Capital (Canada) sold 285,929 Itaú Unibanco shares in Q4 2017, an estimated $1.9M.
  • Guardian Capital (Canada) first reported a position in Itaú Unibanco in Q3 2014 and held it in 13 quarters.
  • Guardian Capital (Canada)'s Itaú Unibanco position peaked at $3.21M in Q4 2014.
  • 307 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2017.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2017, filed 14 Feb 2018.