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JNBA Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-11,182
Closed -$54K – 898
2016
Q3 		$54K Buy
+11,182
New +$52.9K 0.01% 518

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JNBA Financial Advisors's ITUB Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Itaú Unibanco (ITUB) in Q4 2016, closing a stake of 11,182 shares — an estimated $54K sold.

JNBA Financial Advisors first reported a position in ITUB in Q3 2016 and held it in 1 quarter. The position peaked at $54K in Q3 2016. 276 funds tracked by Wall St. Rank hold ITUB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Itaú Unibanco position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 11,182 Itaú Unibanco shares in Q4 2016, an estimated $54K.
  • JNBA Financial Advisors first reported a position in Itaú Unibanco in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Itaú Unibanco position peaked at $54K in Q3 2016.
  • 276 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.