RCIM
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Russell Clark Investment Management’s Itaú Unibanco ITUB Stock Holding History

Russell Clark Investment Management’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
2016
Q4 		– Sell
-9,227,946
Closed -$40.5M – 37
2016
Q3 		$40.5M Buy
9,227,946
+157,375
+2% +$745K 8.61% 7
2016
Q2 		$37.8M Buy
+9,070,571
New +$35M 8.23% 5

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Russell Clark Investment Management's ITUB Position: Q4 2016 in Review

Russell Clark Investment Management sold out of Itaú Unibanco (ITUB) in Q4 2016, closing a stake of 9,227,946 shares — an estimated $40.5M sold.

Russell Clark Investment Management first reported a position in ITUB in Q2 2016 and held it in 2 quarters. The position peaked at $40.5M in Q3 2016. 276 funds tracked by Wall St. Rank hold ITUB as of Q4 2016.

  • Russell Clark Investment Management reported no remaining Itaú Unibanco position as of Q4 2016 after selling out during the quarter.
  • Russell Clark Investment Management sold 9,227,946 Itaú Unibanco shares in Q4 2016, an estimated $40.5M.
  • Russell Clark Investment Management first reported a position in Itaú Unibanco in Q2 2016 and held it in 2 quarters.
  • Russell Clark Investment Management's Itaú Unibanco position peaked at $40.5M in Q3 2016.
  • 276 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2016.

Based on Russell Clark Investment Management's 13F filing for Q4 2016, filed 19 Jan 2017.