Security National Trust’s Fifth Third Bancorp FITB Stock Holding History

Security National 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	-105	Closed	-$2K	–	528
2014 Q2	$2K	Hold	105	–	–	﹤0.01%	503
2014 Q1	$2K	Hold	105	–	–	﹤0.01%	503
2013 Q4	$2K	Hold	105	–	–	﹤0.01%	499
2013 Q3	$2K	Buy	+105	New	+$1.98K	﹤0.01%	485

Other funds holding FITB

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Security National Trust's FITB Position: Q3 2014 in Review

Security National Trust sold out of Fifth Third Bancorp (FITB) in Q3 2014, closing a stake of 105 shares — an estimated $2K sold.

Security National Trust first reported a position in FITB in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q2 2014. 567 funds tracked by Wall St. Rank hold FITB as of Q3 2014.

Security National Trust reported no remaining Fifth Third Bancorp position as of Q3 2014 after selling out during the quarter.
Security National Trust sold 105 Fifth Third Bancorp shares in Q3 2014, an estimated $2K.
Security National Trust first reported a position in Fifth Third Bancorp in Q3 2013 and held it in 4 quarters.
Security National Trust's Fifth Third Bancorp position peaked at $2K in Q2 2014.
567 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2014.

Based on Security National Trust's 13F filing for Q3 2014, filed 5 Nov 2014.