STA
ITUB icon

Summit Trail Advisors’s Itaú Unibanco ITUB Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-1,692
Closed -$11K – 1055
2017
Q4 		$11K Buy
+1,692
New +$10.8K ﹤0.01% 1193

Other funds holding ITUB

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Trail Advisors's ITUB Position: Q1 2018 in Review

Summit Trail Advisors sold out of Itaú Unibanco (ITUB) in Q1 2018, closing a stake of 1,692 shares — an estimated $11K sold.

Summit Trail Advisors first reported a position in ITUB in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 308 funds tracked by Wall St. Rank hold ITUB as of Q1 2018.

  • Summit Trail Advisors reported no remaining Itaú Unibanco position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 1,692 Itaú Unibanco shares in Q1 2018, an estimated $11K.
  • Summit Trail Advisors first reported a position in Itaú Unibanco in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Itaú Unibanco position peaked at $11K in Q4 2017.
  • 308 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.