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Itau Unibanco Holding S.A.’s Belden BDC Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-110
Closed -$8K – 620
2017
Q2 		$8K Buy
110
+20
+22% +$1.43K ﹤0.01% 539
2017
Q1 		$6K Buy
90
+30
+50% +$2.21K ﹤0.01% 614
2016
Q4 		$4K Sell
60
-20
-25% -$1.43K ﹤0.01% 386
2016
Q3 		$6K Buy
+80
New +$5.56K ﹤0.01% 374

Other funds holding BDC

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Itau Unibanco Holding S.A.'s BDC Position: Q3 2017 in Review

Itau Unibanco Holding S.A. sold out of Belden (BDC) in Q3 2017, closing a stake of 110 shares — an estimated $8K sold.

Itau Unibanco Holding S.A. first reported a position in BDC in Q3 2016 and held it in 4 quarters. The position peaked at $8K in Q2 2017. 233 funds tracked by Wall St. Rank hold BDC as of Q3 2017.

  • Itau Unibanco Holding S.A. reported no remaining Belden position as of Q3 2017 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 110 Belden shares in Q3 2017, an estimated $8K.
  • Itau Unibanco Holding S.A. first reported a position in Belden in Q3 2016 and held it in 4 quarters.
  • Itau Unibanco Holding S.A.'s Belden position peaked at $8K in Q2 2017.
  • 233 funds tracked by Wall St. Rank held Belden as of Q3 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2017, filed 14 Nov 2017.