SHWM
FITB

Smith & Howard Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-805
Closed -$17K – 99
2013
Q4 		$17K Hold
805
– – 0.01% 178
2013
Q3 		$15K Hold
805
– – 0.01% 177
2013
Q2 		$15K Buy
+805
New +$14K 0.01% 155

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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Smith & Howard Wealth Management's FITB Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Fifth Third Bancorp (FITB) in Q1 2014, closing a stake of 805 shares — an estimated $17K sold.

Smith & Howard Wealth Management first reported a position in FITB in Q2 2013 and held it in 3 quarters. The position peaked at $17K in Q4 2013. 606 funds tracked by Wall St. Rank hold FITB as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Fifth Third Bancorp position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 805 Fifth Third Bancorp shares in Q1 2014, an estimated $17K.
  • Smith & Howard Wealth Management first reported a position in Fifth Third Bancorp in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Fifth Third Bancorp position peaked at $17K in Q4 2013.
  • 606 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.