Ballew Advisors’s US Bancorp USB Stock Holding History

Ballew 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 Q4	–	Sell	-684	Closed	-$35K	–	416
2018 Q3	$35K	Hold	684	–	–	0.03%	190
2018 Q2	$34K	Hold	684	–	–	0.04%	191
2018 Q1	$35K	Buy	+684	New	+$37.4K	0.03%	190

Other funds holding USB

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Ballew Advisors's USB Position: Q4 2018 in Review

Ballew Advisors sold out of US Bancorp (USB) in Q4 2018, closing a stake of 684 shares — an estimated $35K sold.

Ballew Advisors first reported a position in USB in Q1 2018 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 1,480 funds tracked by Wall St. Rank hold USB as of Q4 2018.

Ballew Advisors reported no remaining US Bancorp position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 684 US Bancorp shares in Q4 2018, an estimated $35K.
Ballew Advisors first reported a position in US Bancorp in Q1 2018 and held it in 3 quarters.
Ballew Advisors's US Bancorp position peaked at $35K in Q3 2018.
1,480 funds tracked by Wall St. Rank held US Bancorp as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.