Private Advisory Group’s Itaú Unibanco ITUB Stock Holding History

Private Advisory Group’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
2019 Q2	–	Sell	-57,620	Closed	-$383K	–	134
2019 Q1	$383K	Hold	57,620	–	–	0.22%	86
2018 Q4	$383K	Buy	+57,620	New	+$370K	0.22%	86

Other funds holding ITUB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Private Advisory Group's ITUB Position: Q2 2019 in Review

Private Advisory Group sold out of Itaú Unibanco (ITUB) in Q2 2019, closing a stake of 57,620 shares — an estimated $383K sold.

Private Advisory Group first reported a position in ITUB in Q4 2018 and held it in 2 quarters. The position peaked at $383K in Q1 2019. 331 funds tracked by Wall St. Rank hold ITUB as of Q2 2019.

Private Advisory Group reported no remaining Itaú Unibanco position as of Q2 2019 after selling out during the quarter.
Private Advisory Group sold 57,620 Itaú Unibanco shares in Q2 2019, an estimated $383K.
Private Advisory Group first reported a position in Itaú Unibanco in Q4 2018 and held it in 2 quarters.
Private Advisory Group's Itaú Unibanco position peaked at $383K in Q1 2019.
331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2019.

Based on Private Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.