Loring Wolcott & Coolidge Fiduciary Advisors’s Itaú Unibanco ITUB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020 Q2	–	Sell	-7,797	Closed	-$25K	–	615
2020 Q1	$25K	Hold	7,797	–	–	﹤0.01%	443
2019 Q4	$52K	Hold	7,797	–	–	﹤0.01%	417
2019 Q3	$48K	Hold	7,797	–	–	﹤0.01%	412
2019 Q2	$53K	Hold	7,797	–	–	﹤0.01%	398
2019 Q1	$50K	Hold	7,797	–	–	﹤0.01%	408
2018 Q4	$52K	Hold	7,797	–	–	﹤0.01%	404
2018 Q3	$42K	Hold	7,797	–	–	﹤0.01%	437
2018 Q2	$39K	Hold	7,797	–	–	﹤0.01%	454
2018 Q1	$59K	Hold	7,797	–	–	﹤0.01%	426
2017 Q4	$49K	Hold	7,797	–	–	﹤0.01%	438
2017 Q3	$52K	Hold	7,797	–	–	﹤0.01%	424
2017 Q2	$45K	Hold	7,797	–	–	﹤0.01%	426
2017 Q1	$46K	Hold	7,797	–	–	﹤0.01%	422
2016 Q4	$39K	Sell	7,797 -1	-0%	-$5	﹤0.01%	415
2016 Q3	$38K	Hold	7,798	–	–	﹤0.01%	423
2016 Q2	$32K	Hold	7,798	–	–	﹤0.01%	437
2016 Q1	$30K	Hold	7,798	–	–	﹤0.01%	449
2015 Q4	$22K	Buy	7,798 +707	+10%	+$2.25K	﹤0.01%	505
2015 Q3	$34K	Sell	7,091 -709	-9%	-$2.52K	﹤0.01%	456
2015 Q2	$34K	Hold	7,800	–	–	﹤0.01%	456
2015 Q1	$35K	Hold	7,800	–	–	﹤0.01%	470
2014 Q4	$41K	Hold	7,800	–	–	﹤0.01%	446
2014 Q3	$43K	Hold	7,800	–	–	﹤0.01%	426
2014 Q2	$45K	Sell	7,800 -1	-0%	-$6	﹤0.01%	440
2014 Q1	$42K	Hold	7,801	–	–	﹤0.01%	425
2013 Q4	$39K	Hold	7,801	–	–	﹤0.01%	412
2013 Q3	$40K	Hold	7,801	–	–	﹤0.01%	384
2013 Q2	$37K	Buy	+7,801	New	+$42.5K	﹤0.01%	420

Other funds holding ITUB

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ITUB Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Itaú Unibanco (ITUB) in Q2 2020, closing a stake of 7,797 shares — an estimated $25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ITUB in Q2 2013 and held it in 28 quarters. The position peaked at $59K in Q1 2018. 285 funds tracked by Wall St. Rank hold ITUB as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Itaú Unibanco position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 7,797 Itaú Unibanco shares in Q2 2020, an estimated $25K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Itaú Unibanco in Q2 2013 and held it in 28 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Itaú Unibanco position peaked at $59K in Q1 2018.
285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.