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Wealthspire Advisors (Maryland)’s Itaú Unibanco ITUB Stock Holding History

Wealthspire Advisors (Maryland)’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
-990
Closed -$6K – 2566
2017
Q4 		$6K Hold
990
– – ﹤0.01% 1771
2017
Q3 		$7K Hold
990
– – ﹤0.01% 1687
2017
Q2 		$5K Buy
990
+802
+427% +$4.5K ﹤0.01% 1766
2017
Q1 		$1K Buy
+188
New +$1.11K ﹤0.01% 1809

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

Wealthspire Advisors (Maryland)'s ITUB Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Itaú Unibanco (ITUB) in Q1 2018, closing a stake of 990 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in ITUB in Q1 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2017. 308 funds tracked by Wall St. Rank hold ITUB as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Itaú Unibanco position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 990 Itaú Unibanco shares in Q1 2018, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Itaú Unibanco in Q1 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Itaú Unibanco position peaked at $7K in Q3 2017.
  • 308 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.