Nelson Capital Management’s Fifth Third Bancorp FITB Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-5,500	Closed	-$151K	–	169
2019 Q3	$151K	Hold	5,500	–	–	0.04%	104
2019 Q2	$153K	Hold	5,500	–	–	0.04%	103
2019 Q1	$139K	Sell	5,500 -2,915	-35%	-$77.6K	0.03%	97
2018 Q4	$198K	Hold	8,415	–	–	0.06%	92
2018 Q3	$235K	Hold	8,415	–	–	0.05%	83
2018 Q2	$242K	Buy	+8,415	New	+$267K	0.06%	82

Other funds holding FITB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nelson Capital Management's FITB Position: Q4 2019 in Review

Nelson Capital Management sold out of Fifth Third Bancorp (FITB) in Q4 2019, closing a stake of 5,500 shares — an estimated $151K sold.

Nelson Capital Management first reported a position in FITB in Q2 2018 and held it in 6 quarters. The position peaked at $242K in Q2 2018. 780 funds tracked by Wall St. Rank hold FITB as of Q4 2019.

Nelson Capital Management reported no remaining Fifth Third Bancorp position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 5,500 Fifth Third Bancorp shares in Q4 2019, an estimated $151K.
Nelson Capital Management first reported a position in Fifth Third Bancorp in Q2 2018 and held it in 6 quarters.
Nelson Capital Management's Fifth Third Bancorp position peaked at $242K in Q2 2018.
780 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.