HFP
FITB

Holistic Financial Partners’s Fifth Third Bancorp FITB Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-127
Closed -$4K – 152
2018
Q1 		$4K Sell
127
-108
-46% -$3.53K ﹤0.01% 388
2017
Q4 		$7K Buy
+235
New +$6.85K 0.01% 355

Other funds holding FITB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Holistic Financial Partners's FITB Position: Q2 2018 in Review

Holistic Financial Partners sold out of Fifth Third Bancorp (FITB) in Q2 2018, closing a stake of 127 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in FITB in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 723 funds tracked by Wall St. Rank hold FITB as of Q2 2018.

  • Holistic Financial Partners reported no remaining Fifth Third Bancorp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 127 Fifth Third Bancorp shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in Fifth Third Bancorp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Fifth Third Bancorp position peaked at $7K in Q4 2017.
  • 723 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.