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Riversville Capital’s Itaú Unibanco ITUB Stock Holding History

Riversville Capital’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
2014
Q1 		– Sell
-158,433
Closed -$784K – 64
2013
Q4 		$784K Buy
158,433
+1,035
+0.7% +$5.38K 0.44% 67
2013
Q3 		$810K Hold
157,398
– – 0.45% 71
2013
Q2 		$741K Buy
+157,398
New +$858K 0.43% 68

Other funds holding ITUB

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Riversville Capital's ITUB Position: Q1 2014 in Review

Riversville Capital sold out of Itaú Unibanco (ITUB) in Q1 2014, closing a stake of 158,433 shares — an estimated $784K sold.

Riversville Capital first reported a position in ITUB in Q2 2013 and held it in 3 quarters. The position peaked at $810K in Q3 2013. 275 funds tracked by Wall St. Rank hold ITUB as of Q1 2014.

  • Riversville Capital reported no remaining Itaú Unibanco position as of Q1 2014 after selling out during the quarter.
  • Riversville Capital sold 158,433 Itaú Unibanco shares in Q1 2014, an estimated $784K.
  • Riversville Capital first reported a position in Itaú Unibanco in Q2 2013 and held it in 3 quarters.
  • Riversville Capital's Itaú Unibanco position peaked at $810K in Q3 2013.
  • 275 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2014.

Based on Riversville Capital's 13F filing for Q1 2014, filed 10 Apr 2014.