Itau Unibanco Holding S.A.’s iShares US Energy ETF IYE Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,114	Closed	-$40K	–	673
2017 Q2	$40K	Hold	1,114	–	–	﹤0.01%	314
2017 Q1	$43K	Hold	1,114	–	–	0.01%	233
2016 Q4	$46K	Sell	1,114 -314	-22%	-$12.5K	0.01%	209
2016 Q3	$56K	Buy	+1,428	New	+$54.4K	0.01%	202

Other funds holding IYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of iShares US Energy ETF (IYE) in Q3 2017, closing a stake of 1,114 shares — an estimated $40K sold.

Itau Unibanco Holding S.A. first reported a position in IYE in Q3 2016 and held it in 4 quarters. The position peaked at $56K in Q3 2016. 165 funds tracked by Wall St. Rank hold IYE as of Q3 2017.

Itau Unibanco Holding S.A. reported no remaining iShares US Energy ETF position as of Q3 2017 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,114 iShares US Energy ETF shares in Q3 2017, an estimated $40K.
Itau Unibanco Holding S.A. first reported a position in iShares US Energy ETF in Q3 2016 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s iShares US Energy ETF position peaked at $56K in Q3 2016.
165 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2017.

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