PWM
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Paulson Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Paulson Wealth 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
2018
Q1 		– Sell
-629
Closed -$4K – 310
2017
Q4 		$4K Buy
+629
New +$4.02K ﹤0.01% 479

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paulson Wealth Management's ITUB Position: Q1 2018 in Review

Paulson Wealth Management sold out of Itaú Unibanco (ITUB) in Q1 2018, closing a stake of 629 shares — an estimated $4K sold.

Paulson Wealth Management first reported a position in ITUB in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 308 funds tracked by Wall St. Rank hold ITUB as of Q1 2018.

  • Paulson Wealth Management reported no remaining Itaú Unibanco position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 629 Itaú Unibanco shares in Q1 2018, an estimated $4K.
  • Paulson Wealth Management first reported a position in Itaú Unibanco in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Itaú Unibanco position peaked at $4K in Q4 2017.
  • 308 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.