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Robert N. Shapiro’s Itaú Unibanco ITUB Stock Holding History

Robert N. Shapiro’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
Q4 		$6K Sell
1,167
-564
-33% -$3.17K ﹤0.01% 735
2014
Q3 		$10K Hold
1,731
– – ﹤0.01% 697
2014
Q2 		$10K Hold
1,731
– – ﹤0.01% 633
2014
Q1 		$9K Hold
1,731
– – ﹤0.01% 633
2013
Q4 		$9K Buy
1,731
+321
+23% +$1.67K ﹤0.01% 640
2013
Q3 		$7K Hold
1,410
– – ﹤0.01% 880
2013
Q2 		$7K Buy
+1,410
New +$7.68K ﹤0.01% 808

Other funds holding ITUB

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
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
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
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Robert N. Shapiro's ITUB Position: Q4 2014 in Review

Robert N. Shapiro reduced its Itaú Unibanco (ITUB) stake by 33% in Q4 2014, selling an estimated $3.17K and leaving 1,167 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Robert N. Shapiro first reported a position in ITUB in Q2 2013 and has held it in 7 quarters since. The position peaked at $10K in Q3 2014. 291 funds tracked by Wall St. Rank hold ITUB as of Q4 2014.

  • Robert N. Shapiro held 1,167 shares of Itaú Unibanco worth $6K as of Q4 2014.
  • Robert N. Shapiro sold 564 Itaú Unibanco shares in Q4 2014, an estimated $3.17K.
  • Itaú Unibanco made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #735 holding.
  • Robert N. Shapiro first reported a position in Itaú Unibanco in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Itaú Unibanco position peaked at $10K in Q3 2014.
  • 291 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.