MWAC
Mariner Wealth Advisors (Cincinnati)’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $502K | Sell |
17,995
-2,684
| -13% | -$74.9K | 0.03% | 196 |
|
2018
Q2 | $593K | Buy |
20,679
+2,407
| +13% | +$69K | 0.04% | 165 |
|
2018
Q1 | $580K | Buy |
18,272
+680
| +4% | +$21.6K | 0.04% | 170 |
|
2017
Q4 | $534K | Buy |
17,592
+830
| +5% | +$25.2K | 0.03% | 171 |
|
2017
Q3 | $469K | Sell |
16,762
-237
| -1% | -$6.63K | 0.03% | 174 |
|
2017
Q2 | $441K | Sell |
16,999
-1,392
| -8% | -$36.1K | 0.03% | 178 |
|
2017
Q1 | $467K | Buy |
18,391
+535
| +3% | +$13.6K | 0.03% | 169 |
|
2016
Q4 | $482K | Sell |
17,856
-2,300
| -11% | -$62.1K | 0.04% | 164 |
|
2016
Q3 | $412K | Sell |
20,156
-949
| -4% | -$19.4K | 0.04% | 175 |
|
2016
Q2 | $371K | Buy |
21,105
+4,808
| +30% | +$84.5K | 0.03% | 186 |
|
2016
Q1 | $272K | Sell |
16,297
-83
| -0.5% | -$1.39K | 0.03% | 202 |
|
2015
Q4 | $329K | Buy |
+16,380
| New | +$329K | 0.03% | 183 |
|
2015
Q1 | $232K | Sell |
12,324
-854
| -6% | -$16.1K | 0.03% | 165 |
|
2014
Q4 | $269K | Buy |
+13,178
| New | +$269K | 0.04% | 152 |
|
2014
Q3 | – | Sell |
-15,105
| Closed | -$322K | – | 160 |
|
2014
Q2 | $322K | Buy |
+15,105
| New | +$322K | 0.05% | 127 |
|