Tarbox Family Office’s Itaú Unibanco ITUB Stock Holding History

Tarbox Family Office’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 Q4	–	Sell	-338	Closed	-$2K	–	623
2018 Q3	$2K	Hold	338	–	–	﹤0.01%	516
2018 Q2	$2K	Hold	338	–	–	﹤0.01%	506
2018 Q1	$3K	Buy	+338	New	+$2.53K	﹤0.01%	452

Other funds holding ITUB

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Tarbox Family Office's ITUB Position: Q4 2018 in Review

Tarbox Family Office sold out of Itaú Unibanco (ITUB) in Q4 2018, closing a stake of 338 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in ITUB in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 335 funds tracked by Wall St. Rank hold ITUB as of Q4 2018.

Tarbox Family Office reported no remaining Itaú Unibanco position as of Q4 2018 after selling out during the quarter.
Tarbox Family Office sold 338 Itaú Unibanco shares in Q4 2018, an estimated $2K.
Tarbox Family Office first reported a position in Itaú Unibanco in Q1 2018 and held it in 3 quarters.
Tarbox Family Office's Itaú Unibanco position peaked at $3K in Q1 2018.
335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2018.

Based on Tarbox Family Office's 13F filing for Q4 2018, filed 1 Feb 2019.