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US Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

US Financial 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
2016
Q2 		– Sell
-261
Closed -$1K – 203
2016
Q1 		$1K Hold
261
– – ﹤0.01% 395
2015
Q4 		$1K Hold
261
– – ﹤0.01% 540
2015
Q3 		$1K Sell
261
-1
-0.4% -$4 ﹤0.01% 485
2015
Q2 		$1K Buy
+262
New +$1.23K ﹤0.01% 454

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

US Financial Advisors's ITUB Position: Q2 2016 in Review

US Financial Advisors sold out of Itaú Unibanco (ITUB) in Q2 2016, closing a stake of 261 shares — an estimated $1K sold.

US Financial Advisors first reported a position in ITUB in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q1 2016. 265 funds tracked by Wall St. Rank hold ITUB as of Q2 2016.

  • US Financial Advisors reported no remaining Itaú Unibanco position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 261 Itaú Unibanco shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Itaú Unibanco in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Itaú Unibanco position peaked at $1K in Q1 2016.
  • 265 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.