WP
FITB

WealthPLAN Partners’s Fifth Third Bancorp FITB Stock Holding History

WealthPLAN Partners’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
-1,075
Closed -$26.8K – 263
2017
Q1 		$26.8K Buy
+1,075
New +$28.7K 0.09% 156
2016
Q3 		$36.5K Sell
1,785
-1,785
-50% -$34.5K 0.01% 385
2016
Q2 		$31.4K Buy
+3,570
New +$64K ﹤0.01% 1141

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 $3.37T AUM 44.26% 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

WealthPLAN Partners's FITB Position: Q2 2017 in Review

WealthPLAN Partners sold out of Fifth Third Bancorp (FITB) in Q2 2017, closing a stake of 1,075 shares — an estimated $26.8K sold.

WealthPLAN Partners first reported a position in FITB in Q2 2016 and held it in 3 quarters. The position peaked at $36.5K in Q3 2016. 641 funds tracked by Wall St. Rank hold FITB as of Q2 2017.

  • WealthPLAN Partners reported no remaining Fifth Third Bancorp position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,075 Fifth Third Bancorp shares in Q2 2017, an estimated $26.8K.
  • WealthPLAN Partners first reported a position in Fifth Third Bancorp in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Fifth Third Bancorp position peaked at $36.5K in Q3 2016.
  • 641 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.