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Winslow Evans & Crocker’s Itaú Unibanco ITUB Stock Holding History

Winslow Evans & Crocker’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
2016
Q1 		– Sell
-1,297
Closed -$3.72K – 1316
2015
Q4 		$3.72K Hold
1,297
– – ﹤0.01% 1124
2015
Q3 		$3.79K Hold
1,297
– – ﹤0.01% 1082
2015
Q2 		$5.69K Hold
1,297
– – ﹤0.01% 1052
2015
Q1 		$5.75K Hold
1,297
– – ﹤0.01% 1001
2014
Q4 		$6.77K Hold
1,297
– – ﹤0.01% 972
2014
Q3 		$7.22K Hold
1,297
– – ﹤0.01% 972
2014
Q2 		$7.48K Sell
1,297
-1
-0.1% -$6 ﹤0.01% 928
2014
Q1 		$7.03K Hold
1,298
– – ﹤0.01% 941
2013
Q4 		$6K Buy
+1,298
New +$6.75K ﹤0.01% 1083

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Winslow Evans & Crocker's ITUB Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of Itaú Unibanco (ITUB) in Q1 2016, closing a stake of 1,297 shares — an estimated $3.72K sold.

Winslow Evans & Crocker first reported a position in ITUB in Q4 2013 and held it in 9 quarters. The position peaked at $7.48K in Q2 2014. 252 funds tracked by Wall St. Rank hold ITUB as of Q1 2016.

  • Winslow Evans & Crocker reported no remaining Itaú Unibanco position as of Q1 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,297 Itaú Unibanco shares in Q1 2016, an estimated $3.72K.
  • Winslow Evans & Crocker first reported a position in Itaú Unibanco in Q4 2013 and held it in 9 quarters.
  • Winslow Evans & Crocker's Itaú Unibanco position peaked at $7.48K in Q2 2014.
  • 252 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.