MFW
ITUB icon

Mosaic Family Wealth’s Itaú Unibanco ITUB Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-2,956
Closed -$20K – 800
2017
Q3 		$20K Buy
+2,956
New +$18.1K 0.01% 470

Other funds holding ITUB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Mosaic Family Wealth's ITUB Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Itaú Unibanco (ITUB) in Q4 2017, closing a stake of 2,956 shares — an estimated $20K sold.

Mosaic Family Wealth first reported a position in ITUB in Q3 2017 and held it in 1 quarter. The position peaked at $20K in Q3 2017. 307 funds tracked by Wall St. Rank hold ITUB as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Itaú Unibanco position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,956 Itaú Unibanco shares in Q4 2017, an estimated $20K.
  • Mosaic Family Wealth first reported a position in Itaú Unibanco in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Itaú Unibanco position peaked at $20K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.