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Regal Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Regal Investment 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
2015
Q1 		– Sell
-374
Closed -$2K – 1002
2014
Q4 		$2K Buy
+374
New +$2.1K ﹤0.01% 854

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

Regal Investment Advisors's ITUB Position: Q1 2015 in Review

Regal Investment Advisors sold out of Itaú Unibanco (ITUB) in Q1 2015, closing a stake of 374 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in ITUB in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 285 funds tracked by Wall St. Rank hold ITUB as of Q1 2015.

  • Regal Investment Advisors reported no remaining Itaú Unibanco position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 374 Itaú Unibanco shares in Q1 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Itaú Unibanco in Q4 2014 and held it in 1 quarter.
  • Regal Investment Advisors's Itaú Unibanco position peaked at $2K in Q4 2014.
  • 285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.