BIG
USB icon

Bellwether Investment Group’s US Bancorp USB Stock Holding History

Bellwether Investment Group’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
-1,207
Closed -$62K – 590
2017
Q1 		$62K Sell
1,207
-2,290
-65% -$122K 0.16% 124
2016
Q4 		$180K Buy
+3,497
New +$166K 0.16% 147
2016
Q2 		$116K Buy
+2,888
New +$120K 0.13% 159

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

Bellwether Investment Group's USB Position: Q2 2017 in Review

Bellwether Investment Group sold out of US Bancorp (USB) in Q2 2017, closing a stake of 1,207 shares — an estimated $62K sold.

Bellwether Investment Group first reported a position in USB in Q2 2016 and held it in 3 quarters. The position peaked at $180K in Q4 2016. 1,345 funds tracked by Wall St. Rank hold USB as of Q2 2017.

  • Bellwether Investment Group reported no remaining US Bancorp position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,207 US Bancorp shares in Q2 2017, an estimated $62K.
  • Bellwether Investment Group first reported a position in US Bancorp in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's US Bancorp position peaked at $180K in Q4 2016.
  • 1,345 funds tracked by Wall St. Rank held US Bancorp as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.