HCA
ITUB icon

Horan Capital Advisors’s Itaú Unibanco ITUB Stock Holding History

Horan Capital Advisors’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
-2,123
Closed -$14K – 166
2017
Q3 		$14K Buy
+2,123
New +$13K 0.01% 245

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WGI
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

Horan Capital Advisors's ITUB Position: Q4 2017 in Review

Horan Capital Advisors sold out of Itaú Unibanco (ITUB) in Q4 2017, closing a stake of 2,123 shares — an estimated $14K sold.

Horan Capital Advisors first reported a position in ITUB in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 307 funds tracked by Wall St. Rank hold ITUB as of Q4 2017.

  • Horan Capital Advisors reported no remaining Itaú Unibanco position as of Q4 2017 after selling out during the quarter.
  • Horan Capital Advisors sold 2,123 Itaú Unibanco shares in Q4 2017, an estimated $14K.
  • Horan Capital Advisors first reported a position in Itaú Unibanco in Q3 2017 and held it in 1 quarter.
  • Horan Capital Advisors's Itaú Unibanco position peaked at $14K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.