Integrated Wealth Management (Palm Desert)’s Fifth Third Bancorp FITB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-94	Closed	-$2K	–	504
2016 Q3	$2K	Hold	94	–	–	﹤0.01%	1055
2016 Q2	$2K	Hold	94	–	–	﹤0.01%	1067
2016 Q1	$2K	Hold	94	–	–	﹤0.01%	996
2015 Q4	$2K	Hold	94	–	–	﹤0.01%	1079
2015 Q3	$2K	Hold	94	–	–	﹤0.01%	1094
2015 Q2	$2K	Hold	94	–	–	﹤0.01%	1130
2015 Q1	$1K	Buy	+94	New	+$1.77K	﹤0.01%	1174

Other funds holding FITB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FITB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Fifth Third Bancorp (FITB) in Q4 2016, closing a stake of 94 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FITB in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 641 funds tracked by Wall St. Rank hold FITB as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Fifth Third Bancorp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 94 Fifth Third Bancorp shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Fifth Third Bancorp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Fifth Third Bancorp position peaked at $2K in Q3 2016.
641 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.