AA
USB icon

Apriem Advisors’s US Bancorp USB Stock Holding History

Apriem 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
Q3 		– Sell
-1,400
Closed -$70K – 366
2018
Q2 		$70K Buy
+1,400
New +$71K 0.02% 212
2017
Q2 		– Sell
-1,652
Closed -$85K – 521
2017
Q1 		$85K Sell
1,652
-239
-13% -$12.7K 0.02% 186
2016
Q4 		$97K Buy
1,891
+74
+4% +$3.52K 0.03% 171
2016
Q3 		$78K Sell
1,817
-1,250
-41% -$53.1K 0.02% 185
2016
Q2 		$124K Buy
3,067
+1,000
+48% +$41.6K 0.04% 148
2016
Q1 		$84K Hold
2,067
– – 0.03% 150
2015
Q4 		$88K Hold
2,067
– – 0.03% 150
2015
Q3 		$85K Buy
2,067
+200
+11% +$8.66K 0.03% 151
2015
Q2 		$81K Buy
1,867
+278
+17% +$12.2K 0.03% 162
2015
Q1 		$69K Sell
1,589
-1,300
-45% -$56.9K 0.02% 178
2014
Q4 		$130K Hold
2,889
– – 0.05% 119
2014
Q3 		$121K Buy
2,889
+2,639
+1,056% +$111K 0.05% 128
2014
Q2 		$11K Sell
250
-2,339
-90% -$97.6K ﹤0.01% 333
2014
Q1 		$111K Hold
2,589
– – 0.04% 154
2013
Q4 		$105K Hold
2,589
– – 0.04% 146
2013
Q3 		$95K Hold
2,589
– – 0.04% 149
2013
Q2 		$94K Buy
+2,589
New +$88.8K 0.05% 146

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Apriem Advisors's USB Position: Q3 2018 in Review

Apriem Advisors sold out of US Bancorp (USB) in Q3 2018, closing a stake of 1,400 shares — an estimated $70K sold.

Apriem Advisors first reported a position in USB in Q2 2013 and held it in 17 quarters. The position peaked at $130K in Q4 2014. 1,453 funds tracked by Wall St. Rank hold USB as of Q3 2018.

  • Apriem Advisors reported no remaining US Bancorp position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 1,400 US Bancorp shares in Q3 2018, an estimated $70K.
  • Apriem Advisors first reported a position in US Bancorp in Q2 2013 and held it in 17 quarters.
  • Apriem Advisors's US Bancorp position peaked at $130K in Q4 2014.
  • 1,453 funds tracked by Wall St. Rank held US Bancorp as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.