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Acrospire Investment Management’s US Bancorp USB Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,500
Closed -$78K – 1362
2017
Q2 		$78K Buy
+1,500
New +$77.3K 0.07% 420
2016
Q4 		– Sell
-1,000
Closed -$43K – 2433
2016
Q3 		$43K Buy
1,000
+500
+100% +$21.2K 0.03% 1159
2016
Q2 		$20K Sell
500
-300
-38% -$12.5K 0.01% 1529
2016
Q1 		$32K Buy
+800
New +$31.9K 0.02% 1278

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Acrospire Investment Management's USB Position: Q3 2017 in Review

Acrospire Investment Management sold out of US Bancorp (USB) in Q3 2017, closing a stake of 1,500 shares — an estimated $78K sold.

Acrospire Investment Management first reported a position in USB in Q1 2016 and held it in 4 quarters. The position peaked at $78K in Q2 2017. 1,322 funds tracked by Wall St. Rank hold USB as of Q3 2017.

  • Acrospire Investment Management reported no remaining US Bancorp position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,500 US Bancorp shares in Q3 2017, an estimated $78K.
  • Acrospire Investment Management first reported a position in US Bancorp in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's US Bancorp position peaked at $78K in Q2 2017.
  • 1,322 funds tracked by Wall St. Rank held US Bancorp as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.