WEC
ITUB icon

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 $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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 $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return