Acorn Wealth Advisors’s US Bancorp USB Stock Holding History

Acorn Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-91	Closed	-$5K	–	777
2018 Q1	$5K	Hold	91	–	–	﹤0.01%	633
2017 Q4	$5K	Buy	+91	New	+$4.9K	﹤0.01%	606

Other funds holding USB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Acorn Wealth Advisors's USB Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of US Bancorp (USB) in Q2 2018, closing a stake of 91 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in USB in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 1,442 funds tracked by Wall St. Rank hold USB as of Q2 2018.

Acorn Wealth Advisors reported no remaining US Bancorp position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 91 US Bancorp shares in Q2 2018, an estimated $5K.
Acorn Wealth Advisors first reported a position in US Bancorp in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's US Bancorp position peaked at $5K in Q1 2018.
1,442 funds tracked by Wall St. Rank held US Bancorp as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.