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

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Capital World Investors

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

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

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

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

Baillie Gifford & Co

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

Fisher Asset Management

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

Capital Research Global Investors

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

Schroder Investment Management Group

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