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Rational Advisors’s Itaú Unibanco ITUB Stock Holding History

Rational Advisors’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
2013
Q3 		– Sell
-90,547
Closed -$426K – 899
2013
Q2 		$426K Buy
+90,547
New +$493K 0.04% 400

Other funds holding ITUB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rational Advisors's ITUB Position: Q3 2013 in Review

Rational Advisors sold out of Itaú Unibanco (ITUB) in Q3 2013, closing a stake of 90,547 shares — an estimated $426K sold.

Rational Advisors first reported a position in ITUB in Q2 2013 and held it in 1 quarter. The position peaked at $426K in Q2 2013. 281 funds tracked by Wall St. Rank hold ITUB as of Q3 2013.

  • Rational Advisors reported no remaining Itaú Unibanco position as of Q3 2013 after selling out during the quarter.
  • Rational Advisors sold 90,547 Itaú Unibanco shares in Q3 2013, an estimated $426K.
  • Rational Advisors first reported a position in Itaú Unibanco in Q2 2013 and held it in 1 quarter.
  • Rational Advisors's Itaú Unibanco position peaked at $426K in Q2 2013.
  • 281 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2013.

Based on Rational Advisors's 13F filing for Q3 2013, filed 17 Feb 2015.