Wealthcare Advisory Partners’s Itaú Unibanco ITUB Stock Holding History

Wealthcare Advisory Partners’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	-142	Closed	-$1K	–	1168
2017 Q4	$1K	Buy	+142	New	+$907	﹤0.01%	1000

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Advisory Partners's ITUB Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Itaú Unibanco (ITUB) in Q1 2018, closing a stake of 142 shares — an estimated $1K sold.

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

Wealthcare Advisory Partners reported no remaining Itaú Unibanco position as of Q1 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 142 Itaú Unibanco shares in Q1 2018, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Itaú Unibanco in Q4 2017 and held it in 1 quarter.
Wealthcare Advisory Partners's Itaú Unibanco position peaked at $1K in Q4 2017.
308 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.