PWAG
FITB

Polaris Wealth Advisory Group’s Fifth Third Bancorp FITB Stock Holding History

Polaris Wealth Advisory Group’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
2017
Q2 		– Sell
-800,228
Closed -$20.3M – 125
2017
Q1 		$20.3M Sell
800,228
-19,834
-2% -$529K 2.22% 12
2016
Q4 		$22.1M Sell
820,062
-60,261
-7% -$1.45M 2.56% 9
2016
Q3 		$18M Buy
+880,323
New +$17M 2.15% 14

Other funds holding FITB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Polaris Wealth Advisory Group's FITB Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of Fifth Third Bancorp (FITB) in Q2 2017, closing a stake of 800,228 shares — an estimated $20.3M sold.

Polaris Wealth Advisory Group first reported a position in FITB in Q3 2016 and held it in 3 quarters. The position peaked at $22.1M in Q4 2016. 641 funds tracked by Wall St. Rank hold FITB as of Q2 2017.

  • Polaris Wealth Advisory Group reported no remaining Fifth Third Bancorp position as of Q2 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 800,228 Fifth Third Bancorp shares in Q2 2017, an estimated $20.3M.
  • Polaris Wealth Advisory Group first reported a position in Fifth Third Bancorp in Q3 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Fifth Third Bancorp position peaked at $22.1M in Q4 2016.
  • 641 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.