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Advisors Preferred’s US Bancorp USB Stock Holding History

Advisors Preferred’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
2016
Q4 		– Sell
-4,858
Closed -$208K – 261
2016
Q3 		$208K Buy
+4,858
New +$206K 0.1% 74
2014
Q1 		– Sell
-669
Closed -$27K – 432
2013
Q4 		$27K Buy
+669
New +$25.7K 0.01% 236

Other funds holding USB

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisors Preferred's USB Position: Q4 2016 in Review

Advisors Preferred sold out of US Bancorp (USB) in Q4 2016, closing a stake of 4,858 shares — an estimated $208K sold.

Advisors Preferred first reported a position in USB in Q4 2013 and held it in 2 quarters. The position peaked at $208K in Q3 2016. 1,312 funds tracked by Wall St. Rank hold USB as of Q4 2016.

  • Advisors Preferred reported no remaining US Bancorp position as of Q4 2016 after selling out during the quarter.
  • Advisors Preferred sold 4,858 US Bancorp shares in Q4 2016, an estimated $208K.
  • Advisors Preferred first reported a position in US Bancorp in Q4 2013 and held it in 2 quarters.
  • Advisors Preferred's US Bancorp position peaked at $208K in Q3 2016.
  • 1,312 funds tracked by Wall St. Rank held US Bancorp as of Q4 2016.

Based on Advisors Preferred's 13F filing for Q4 2016, filed 10 Feb 2017.