Lenox Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Lenox 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
2019 Q2	–	Sell	-400	Closed	-$3K	–	494
2019 Q1	$3K	Buy	+400	New	+$2.83K	﹤0.01%	462
2015 Q4	–	Sell	-556	Closed	-$2K	–	537
2015 Q3	$2K	Buy	+556	New	+$1.97K	﹤0.01%	346
2015 Q2	–	Sell	-556	Closed	-$2K	–	317
2015 Q1	$2K	Hold	556	–	–	﹤0.01%	302
2014 Q4	$3K	Hold	556	–	–	﹤0.01%	287
2014 Q3	$3K	Buy	+556	New	+$3.54K	﹤0.01%	260

Other funds holding ITUB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lenox Wealth Advisors's ITUB Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Itaú Unibanco (ITUB) in Q2 2019, closing a stake of 400 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in ITUB in Q3 2014 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 331 funds tracked by Wall St. Rank hold ITUB as of Q2 2019.

Lenox Wealth Advisors reported no remaining Itaú Unibanco position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 400 Itaú Unibanco shares in Q2 2019, an estimated $3K.
Lenox Wealth Advisors first reported a position in Itaú Unibanco in Q3 2014 and held it in 5 quarters.
Lenox Wealth Advisors's Itaú Unibanco position peaked at $3K in Q1 2019.
331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.