Shine Investment Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$3K	Sell	1,163 -2,658	-70%	-$9.03K	﹤0.01%	678
2020 Q2	$13K	Sell	3,821 -1,715	-31%	-$5.56K	﹤0.01%	518
2020 Q1	$18K	Hold	5,536	–	–	0.01%	438
2019 Q4	$37K	Sell	5,536 -123	-2%	-$771	0.01%	385
2019 Q3	$35K	Sell	5,659 -2,870	-34%	-$18.6K	0.02%	377
2019 Q2	$58K	Sell	8,529 -555	-6%	-$3.49K	0.03%	276
2019 Q1	$58K	Sell	9,084 -385	-4%	-$2.72K	0.03%	277
2018 Q4	$63K	Sell	9,469 -2	-0%	-$13	0.03%	240
2018 Q3	$50K	Hold	9,471	–	–	0.03%	299
2018 Q2	$48K	Hold	9,471	–	–	0.02%	319
2018 Q1	$72K	Hold	9,471	–	–	0.04%	229
2017 Q4	$60K	Hold	9,471	–	–	0.03%	263
2017 Q3	$63K	Hold	9,471	–	–	0.03%	251
2017 Q2	$51K	Buy	+9,471	New	+$53.1K	0.03%	272

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Shine Investment Advisory Services's ITUB Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Itaú Unibanco (ITUB) stake by 70% in Q3 2020, selling an estimated $9.03K and leaving 1,163 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Shine Investment Advisory Services first reported a position in ITUB in Q2 2017 and has held it in 14 quarters since. The position peaked at $72K in Q1 2018. 272 funds tracked by Wall St. Rank hold ITUB as of Q3 2020.

Shine Investment Advisory Services held 1,163 shares of Itaú Unibanco worth $3K as of Q3 2020.
Shine Investment Advisory Services sold 2,658 Itaú Unibanco shares in Q3 2020, an estimated $9.03K.
Itaú Unibanco made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #678 holding.
Shine Investment Advisory Services first reported a position in Itaú Unibanco in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Itaú Unibanco position peaked at $72K in Q1 2018.
272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.