Independent Portfolio Consultants’s Itaú Unibanco ITUB Stock Holding History

Independent Portfolio Consultants’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 Q2	$218K	Sell	40,694 -8,069	-17%	-$45.2K	0.09%	273
2017 Q1	$286K	Sell	48,763 -6,528	-12%	-$38.7K	0.1%	278
2016 Q4	$276K	Sell	55,291 -618	-1%	-$3.17K	0.09%	272
2016 Q3	$271K	Buy	55,909 +2,653	+5%	+$12.6K	0.09%	279
2016 Q2	$222K	Buy	53,256 +1,055	+2%	+$4.07K	0.07%	309
2016 Q1	$198K	Sell	52,201 -20,386	-28%	-$62.1K	0.06%	342
2015 Q4	$208K	Sell	72,587 -78,009	-52%	-$248K	0.06%	327
2015 Q3	$440K	Buy	150,596 +118,954	+376%	+$422K	0.1%	264
2015 Q2	$139K	Buy	31,642 +13,857	+78%	+$65.2K	0.03%	433
2015 Q1	$79K	Buy	17,785 +12,584	+242%	+$61.4K	0.02%	529
2014 Q4	$27K	Sell	5,201 -88,776	-94%	-$499K	0.01%	658
2014 Q3	$523K	Buy	+93,977	New	+$599K	0.14%	218

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independent Portfolio Consultants's ITUB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Itaú Unibanco (ITUB) stake by 17% in Q2 2017, selling an estimated $45.2K and leaving 40,694 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #273.

Independent Portfolio Consultants first reported a position in ITUB in Q3 2014 and has held it in 12 quarters since. The position peaked at $523K in Q3 2014. 298 funds tracked by Wall St. Rank hold ITUB as of Q2 2017.

Independent Portfolio Consultants held 40,694 shares of Itaú Unibanco worth $218K as of Q2 2017.
Independent Portfolio Consultants sold 8,069 Itaú Unibanco shares in Q2 2017, an estimated $45.2K.
Itaú Unibanco made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #273 holding.
Independent Portfolio Consultants first reported a position in Itaú Unibanco in Q3 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's Itaú Unibanco position peaked at $523K in Q3 2014.
298 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.