LPT
FITB

Legacy Private Trust’s Fifth Third Bancorp FITB Stock Holding History

Legacy Private Trust’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
2014
Q3 		– Sell
-9,819
Closed -$210K – 258
2014
Q2 		$210K Sell
9,819
-2,268
-19% -$48K 0.03% 245
2014
Q1 		$277K Buy
+12,087
New +$263K 0.05% 174

Other funds holding FITB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Legacy Private Trust's FITB Position: Q3 2014 in Review

Legacy Private Trust sold out of Fifth Third Bancorp (FITB) in Q3 2014, closing a stake of 9,819 shares — an estimated $210K sold.

Legacy Private Trust first reported a position in FITB in Q1 2014 and held it in 2 quarters. The position peaked at $277K in Q1 2014. 568 funds tracked by Wall St. Rank hold FITB as of Q3 2014.

  • Legacy Private Trust reported no remaining Fifth Third Bancorp position as of Q3 2014 after selling out during the quarter.
  • Legacy Private Trust sold 9,819 Fifth Third Bancorp shares in Q3 2014, an estimated $210K.
  • Legacy Private Trust first reported a position in Fifth Third Bancorp in Q1 2014 and held it in 2 quarters.
  • Legacy Private Trust's Fifth Third Bancorp position peaked at $277K in Q1 2014.
  • 568 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2014.

Based on Legacy Private Trust's 13F filing for Q3 2014, filed 14 Oct 2014.