SQA
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Simon Quick Advisors’s Itaú Unibanco ITUB Stock Holding History

Simon Quick 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
2019
Q2 		– Sell
-2,749
Closed -$18K – 540
2019
Q1 		$18K Buy
+2,749
New +$19.4K 0.01% 315

Other funds holding ITUB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Simon Quick Advisors's ITUB Position: Q2 2019 in Review

Simon Quick Advisors sold out of Itaú Unibanco (ITUB) in Q2 2019, closing a stake of 2,749 shares — an estimated $18K sold.

Simon Quick Advisors first reported a position in ITUB in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 331 funds tracked by Wall St. Rank hold ITUB as of Q2 2019.

  • Simon Quick Advisors reported no remaining Itaú Unibanco position as of Q2 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 2,749 Itaú Unibanco shares in Q2 2019, an estimated $18K.
  • Simon Quick Advisors first reported a position in Itaú Unibanco in Q1 2019 and held it in 1 quarter.
  • Simon Quick Advisors's Itaú Unibanco position peaked at $18K in Q1 2019.
  • 331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2019.

Based on Simon Quick Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.