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Winfield Associates’s Itaú Unibanco ITUB Stock Holding History

Winfield Associates’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
-1,963
Closed -$13K – 371
2017
Q4 		$13K Hold
1,963
– – 0.01% 386
2017
Q3 		$13K Hold
1,963
– – 0.01% 371
2017
Q2 		$11K Buy
1,963
+93
+5% +$522 0.01% 398
2017
Q1 		$11K Hold
1,870
– – 0.01% 378
2016
Q4 		$9K Sell
1,870
-1
-0.1% -$5 0.01% 367
2016
Q3 		$9K Hold
1,871
– – 0.01% 346
2016
Q2 		$8K Buy
1,871
+170
+10% +$655 0.01% 351
2016
Q1 		$6K Buy
+1,701
New +$5.18K ﹤0.01% 367

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winfield Associates's ITUB Position: Q1 2018 in Review

Winfield Associates sold out of Itaú Unibanco (ITUB) in Q1 2018, closing a stake of 1,963 shares — an estimated $13K sold.

Winfield Associates first reported a position in ITUB in Q1 2016 and held it in 8 quarters. The position peaked at $13K in Q4 2017. 308 funds tracked by Wall St. Rank hold ITUB as of Q1 2018.

  • Winfield Associates reported no remaining Itaú Unibanco position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,963 Itaú Unibanco shares in Q1 2018, an estimated $13K.
  • Winfield Associates first reported a position in Itaú Unibanco in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Itaú Unibanco position peaked at $13K in Q4 2017.
  • 308 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.