MPA
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Marvin & Palmer Associates’s Itaú Unibanco ITUB Stock Holding History

Marvin & Palmer Associates’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
2015
Q1 		– Sell
-55,875
Closed -$292K – 64
2014
Q4 		$292K Sell
55,875
-13,968
-20% -$78.5K 0.3% 50
2014
Q3 		$389K Buy
+69,843
New +$445K 0.4% 54

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Schroder Investment Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

Marvin & Palmer Associates's ITUB Position: Q1 2015 in Review

Marvin & Palmer Associates sold out of Itaú Unibanco (ITUB) in Q1 2015, closing a stake of 55,875 shares — an estimated $292K sold.

Marvin & Palmer Associates first reported a position in ITUB in Q3 2014 and held it in 2 quarters. The position peaked at $389K in Q3 2014. 285 funds tracked by Wall St. Rank hold ITUB as of Q1 2015.

  • Marvin & Palmer Associates reported no remaining Itaú Unibanco position as of Q1 2015 after selling out during the quarter.
  • Marvin & Palmer Associates sold 55,875 Itaú Unibanco shares in Q1 2015, an estimated $292K.
  • Marvin & Palmer Associates first reported a position in Itaú Unibanco in Q3 2014 and held it in 2 quarters.
  • Marvin & Palmer Associates's Itaú Unibanco position peaked at $389K in Q3 2014.
  • 285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2015.

Based on Marvin & Palmer Associates's 13F filing for Q1 2015, filed 29 May 2015.