TI
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Turner Investments’s Itaú Unibanco ITUB Stock Holding History

Turner Investments’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
2017
Q2 		– Sell
-5,236
Closed -$31K – 261
2017
Q1 		$31K Sell
5,236
-1,320
-20% -$7.83K 0.02% 213
2016
Q4 		$33K Buy
+6,556
New +$33.6K 0.01% 248

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Turner Investments's ITUB Position: Q2 2017 in Review

Turner Investments sold out of Itaú Unibanco (ITUB) in Q2 2017, closing a stake of 5,236 shares — an estimated $31K sold.

Turner Investments first reported a position in ITUB in Q4 2016 and held it in 2 quarters. The position peaked at $33K in Q4 2016. 298 funds tracked by Wall St. Rank hold ITUB as of Q2 2017.

  • Turner Investments reported no remaining Itaú Unibanco position as of Q2 2017 after selling out during the quarter.
  • Turner Investments sold 5,236 Itaú Unibanco shares in Q2 2017, an estimated $31K.
  • Turner Investments first reported a position in Itaú Unibanco in Q4 2016 and held it in 2 quarters.
  • Turner Investments's Itaú Unibanco position peaked at $33K in Q4 2016.
  • 298 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2017.

Based on Turner Investments's 13F filing for Q2 2017, filed 4 Aug 2017.