EWM
FITB

Evercore Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Evercore Wealth Management’s Portfolio FITB Stock Details FITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,435
Closed -$36K – 1001
2017
Q1 		$36K Sell
1,435
-463
-24% -$12.3K ﹤0.01% 651
2016
Q4 		$52K Buy
1,898
+728
+62% +$17.5K ﹤0.01% 599
2016
Q3 		$24K Sell
1,170
-1,207
-51% -$23.3K ﹤0.01% 740
2016
Q2 		$42K Buy
2,377
+757
+47% +$13.6K ﹤0.01% 610
2016
Q1 		$27K Hold
1,620
– – ﹤0.01% 676
2015
Q4 		$33K Buy
+1,620
New +$32.1K ﹤0.01% 667
2014
Q4 		– Sell
-248
Closed -$5K – 903
2014
Q3 		$5K Hold
248
– – ﹤0.01% 864
2014
Q2 		$5K Buy
+248
New +$5.25K ﹤0.01% 902
2013
Q4 		– Sell
-240
Closed -$4K – 892
2013
Q3 		$4K Buy
+240
New +$4.52K ﹤0.01% 885

Other funds holding FITB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Evercore Wealth Management's FITB Position: Q2 2017 in Review

Evercore Wealth Management sold out of Fifth Third Bancorp (FITB) in Q2 2017, closing a stake of 1,435 shares — an estimated $36K sold.

Evercore Wealth Management first reported a position in FITB in Q3 2013 and held it in 9 quarters. The position peaked at $52K in Q4 2016. 641 funds tracked by Wall St. Rank hold FITB as of Q2 2017.

  • Evercore Wealth Management reported no remaining Fifth Third Bancorp position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,435 Fifth Third Bancorp shares in Q2 2017, an estimated $36K.
  • Evercore Wealth Management first reported a position in Fifth Third Bancorp in Q3 2013 and held it in 9 quarters.
  • Evercore Wealth Management's Fifth Third Bancorp position peaked at $52K in Q4 2016.
  • 641 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.