Proficio Capital Partners’s Itaú Unibanco ITUB Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-1,972	Closed	-$14K	–	826
2019 Q2	$14K	Buy	1,972 +1,307	+197%	+$8.23K	﹤0.01%	824
2019 Q1	$4K	Sell	665 -118	-15%	-$835	﹤0.01%	1173
2018 Q4	$5K	Sell	783 -293	-27%	-$1.88K	﹤0.01%	865
2018 Q3	$6K	Sell	1,076 -200	-16%	-$1.07K	﹤0.01%	917
2018 Q2	$6K	Buy	1,276 +392	+44%	+$2.44K	﹤0.01%	950
2018 Q1	$7K	Buy	884 +171	+24%	+$1.28K	﹤0.01%	927
2017 Q4	$4K	Hold	713	–	–	﹤0.01%	1021
2017 Q3	$5K	Hold	713	–	–	﹤0.01%	955
2017 Q2	$4K	Hold	713	–	–	﹤0.01%	996
2017 Q1	$4K	Buy	+713	New	+$4.23K	﹤0.01%	1025

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

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

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

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

VAM

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

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

WGI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Proficio Capital Partners's ITUB Position: Q3 2019 in Review

Proficio Capital Partners sold out of Itaú Unibanco (ITUB) in Q3 2019, closing a stake of 1,972 shares — an estimated $14K sold.

Proficio Capital Partners first reported a position in ITUB in Q1 2017 and held it in 10 quarters. The position peaked at $14K in Q2 2019. 316 funds tracked by Wall St. Rank hold ITUB as of Q3 2019.

Proficio Capital Partners reported no remaining Itaú Unibanco position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,972 Itaú Unibanco shares in Q3 2019, an estimated $14K.
Proficio Capital Partners first reported a position in Itaú Unibanco in Q1 2017 and held it in 10 quarters.
Proficio Capital Partners's Itaú Unibanco position peaked at $14K in Q2 2019.
316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.