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Beaumont Financial Advisors’s US Bancorp USB Stock Holding History

Beaumont Financial 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
2017
Q2 		– Sell
-4,395
Closed -$226K – 195
2017
Q1 		$226K Buy
+4,395
New +$234K 0.03% 169

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

Beaumont Financial Advisors's USB Position: Q2 2017 in Review

Beaumont Financial Advisors sold out of US Bancorp (USB) in Q2 2017, closing a stake of 4,395 shares — an estimated $226K sold.

Beaumont Financial Advisors first reported a position in USB in Q1 2017 and held it in 1 quarter. The position peaked at $226K in Q1 2017. 1,345 funds tracked by Wall St. Rank hold USB as of Q2 2017.

  • Beaumont Financial Advisors reported no remaining US Bancorp position as of Q2 2017 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,395 US Bancorp shares in Q2 2017, an estimated $226K.
  • Beaumont Financial Advisors first reported a position in US Bancorp in Q1 2017 and held it in 1 quarter.
  • Beaumont Financial Advisors's US Bancorp position peaked at $226K in Q1 2017.
  • 1,345 funds tracked by Wall St. Rank held US Bancorp as of Q2 2017.

Based on Beaumont Financial Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.