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Intercontinental Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Intercontinental Wealth 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
-43,615
Closed -$290K – 158
2017
Q3 		$290K Buy
43,615
+7,504
+21% +$45.8K 0.18% 90
2017
Q2 		$194K Buy
+36,111
New +$203K 0.12% 124

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

Intercontinental Wealth Advisors's ITUB Position: Q4 2017 in Review

Intercontinental Wealth Advisors sold out of Itaú Unibanco (ITUB) in Q4 2017, closing a stake of 43,615 shares — an estimated $290K sold.

Intercontinental Wealth Advisors first reported a position in ITUB in Q2 2017 and held it in 2 quarters. The position peaked at $290K in Q3 2017. 307 funds tracked by Wall St. Rank hold ITUB as of Q4 2017.

  • Intercontinental Wealth Advisors reported no remaining Itaú Unibanco position as of Q4 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 43,615 Itaú Unibanco shares in Q4 2017, an estimated $290K.
  • Intercontinental Wealth Advisors first reported a position in Itaú Unibanco in Q2 2017 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Itaú Unibanco position peaked at $290K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2017, filed 20 Feb 2018.