WFG Advisors’s Itaú Unibanco ITUB Stock Holding History

WFG 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
2013 Q4	–	Sell	-2,036	Closed	-$10K	–	2265
2013 Q3	$10K	Hold	2,036	–	–	﹤0.01%	1519
2013 Q2	$10K	Buy	+2,036	New	+$11.1K	﹤0.01%	1445

Other funds holding ITUB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WFG Advisors's ITUB Position: Q4 2013 in Review

WFG Advisors sold out of Itaú Unibanco (ITUB) in Q4 2013, closing a stake of 2,036 shares — an estimated $10K sold.

WFG Advisors first reported a position in ITUB in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 295 funds tracked by Wall St. Rank hold ITUB as of Q4 2013.

WFG Advisors reported no remaining Itaú Unibanco position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 2,036 Itaú Unibanco shares in Q4 2013, an estimated $10K.
WFG Advisors first reported a position in Itaú Unibanco in Q2 2013 and held it in 2 quarters.
WFG Advisors's Itaú Unibanco position peaked at $10K in Q3 2013.
295 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.