NCCM
ITUB icon

Nine Chapters Capital Management’s Itaú Unibanco ITUB Stock Holding History

Nine Chapters Capital Management’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
-85,059
Closed -$444K – 1048
2014
Q4 		$444K Sell
85,059
-120,979
-59% -$680K 0.04% 573
2014
Q3 		$1.15M Buy
206,038
+130,707
+174% +$833K 0.1% 265
2014
Q2 		$434K Sell
75,331
-28,386
-27% -$167K 0.04% 600
2014
Q1 		$562K Buy
+103,717
New +$495K 0.07% 423
2013
Q3 		– Sell
-60,365
Closed -$284K – 827
2013
Q2 		$284K Buy
+60,365
New +$329K 0.05% 463

Other funds holding ITUB

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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