KJWM
FITB

Kiley Juergens Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-525
Closed -$14K – 249
2018
Q3 		$14K Hold
525
– – 0.01% 423
2018
Q2 		$15K Buy
+525
New +$16.7K 0.01% 371
2018
Q1 		– Sell
-525
Closed -$15K – 263
2017
Q4 		$15K Buy
+525
New +$15.3K 0.01% 397

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's FITB Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Fifth Third Bancorp (FITB) in Q4 2018, closing a stake of 525 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in FITB in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 691 funds tracked by Wall St. Rank hold FITB as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Fifth Third Bancorp position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 525 Fifth Third Bancorp shares in Q4 2018, an estimated $14K.
  • Kiley Juergens Wealth Management first reported a position in Fifth Third Bancorp in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Fifth Third Bancorp position peaked at $15K in Q2 2018.
  • 691 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.