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WealthTrust-Arizona’s Itaú Unibanco ITUB Stock Holding History

WealthTrust-Arizona’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 		$48K Sell
7,244
-45
-0.6% -$289 0.03% 154
2018
Q3 		$39K Buy
7,289
+148
+2% +$795 0.02% 196
2018
Q2 		$36K Sell
7,141
-686
-9% -$4.26K 0.02% 196
2018
Q1 		$59K Sell
7,827
-104
-1% -$778 0.03% 138
2017
Q4 		$50K Hold
7,931
– – 0.02% 162
2017
Q3 		$53K Hold
7,931
– – 0.03% 155
2017
Q2 		$43K Hold
7,931
– – 0.02% 173
2017
Q1 		$46K Sell
7,931
-187
-2% -$1.11K 0.02% 167
2016
Q4 		$40K Sell
8,118
-197
-2% -$1.01K 0.02% 173
2016
Q3 		$40K Sell
8,315
-223
-3% -$1.05K 0.02% 167
2016
Q2 		$36K Sell
8,538
-3,159
-27% -$12.2K 0.02% 176
2016
Q1 		$44K Buy
11,697
+3,860
+49% +$11.8K 0.03% 152
2015
Q4 		$22K Buy
7,837
+3,785
+93% +$12K 0.01% 237
2015
Q3 		$12K Sell
4,052
-2,977
-42% -$10.6K 0.01% 347
2015
Q2 		$31K Buy
7,029
+626
+10% +$2.94K 0.02% 215
2015
Q1 		$28K Hold
6,403
– – 0.02% 224
2014
Q4 		$33K Sell
6,403
-2,916
-31% -$16.4K 0.03% 197
2014
Q3 		$52K Hold
9,319
– – 0.06% 155
2014
Q2 		$54K Sell
9,319
-232
-2% -$1.37K 0.06% 154
2014
Q1 		$52K Hold
9,551
– – 0.06% 153
2013
Q4 		$47K Buy
9,551
+1,509
+19% +$7.85K 0.05% 153
2013
Q3 		$41K Hold
8,042
– – 0.05% 153
2013
Q2 		$38K Buy
+8,042
New +$43.8K 0.05% 152

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust-Arizona's ITUB Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Itaú Unibanco (ITUB) stake by 0.62% in Q4 2018, selling an estimated $289 and leaving 7,244 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #154.

WealthTrust-Arizona first reported a position in ITUB in Q2 2013 and has held it in 23 quarters since. The position peaked at $59K in Q1 2018. 335 funds tracked by Wall St. Rank hold ITUB as of Q4 2018.

  • WealthTrust-Arizona held 7,244 shares of Itaú Unibanco worth $48K as of Q4 2018.
  • WealthTrust-Arizona sold 45 Itaú Unibanco shares in Q4 2018, an estimated $289.
  • Itaú Unibanco made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #154 holding.
  • WealthTrust-Arizona first reported a position in Itaú Unibanco in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Itaú Unibanco position peaked at $59K in Q1 2018.
  • 335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.