SWP
FITB.PRI

Strategic Wealth Partners’s Fifth Third Bancorp Depositary Shares 6.625% Fixed-to-Floating Rate Preferred Stock Series I FITB.PRI Stock Holding History

Strategic Wealth Partners’s Portfolio FITB.PRI Stock Details FITB.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,500
Closed -$41K – 655
2018
Q2 		$41K Buy
+1,500
New +$42.1K 0.02% 271
2018
Q1 		– Sell
-1,000
Closed -$29K – 796
2017
Q4 		$29K Buy
+1,000
New +$29.1K 0.02% 270

Other funds holding FITB.PRI

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return