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Wilbanks Smith & Thomas Asset Management’s Itaú Unibanco ITUB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-3,467
Closed -$18K – 834
2018
Q3 		$18K Buy
+3,467
New +$18.6K ﹤0.01% 913

Other funds holding ITUB

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ITUB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Itaú Unibanco (ITUB) in Q4 2018, closing a stake of 3,467 shares — an estimated $18K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ITUB in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 335 funds tracked by Wall St. Rank hold ITUB as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Itaú Unibanco position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,467 Itaú Unibanco shares in Q4 2018, an estimated $18K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Itaú Unibanco in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Itaú Unibanco position peaked at $18K in Q3 2018.
  • 335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.