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Capital Wealth Planning’s US Bancorp USB Stock Holding History

Capital Wealth Planning’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
2019
Q4 		– Sell
-4,035
Closed -$227K – 243
2019
Q3 		$227K Buy
+4,035
New +$218K 0.01% 226
2014
Q4 		– Sell
-6,400
Closed -$268K – 146
2014
Q3 		$268K Hold
6,400
– – 0.11% 100
2014
Q2 		$277K Sell
6,400
-12,100
-65% -$505K 0.1% 106
2014
Q1 		$793K Buy
+18,500
New +$760K 0.34% 51
2013
Q4 		– Sell
-18,500
Closed -$677K – 138
2013
Q3 		$677K Buy
+18,500
New +$685K 0.3% 54

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Wealth Planning's USB Position: Q4 2019 in Review

Capital Wealth Planning sold out of US Bancorp (USB) in Q4 2019, closing a stake of 4,035 shares — an estimated $227K sold.

Capital Wealth Planning first reported a position in USB in Q3 2013 and held it in 5 quarters. The position peaked at $793K in Q1 2014. 1,686 funds tracked by Wall St. Rank hold USB as of Q4 2019.

  • Capital Wealth Planning reported no remaining US Bancorp position as of Q4 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 4,035 US Bancorp shares in Q4 2019, an estimated $227K.
  • Capital Wealth Planning first reported a position in US Bancorp in Q3 2013 and held it in 5 quarters.
  • Capital Wealth Planning's US Bancorp position peaked at $793K in Q1 2014.
  • 1,686 funds tracked by Wall St. Rank held US Bancorp as of Q4 2019.

Based on Capital Wealth Planning's 13F filing for Q4 2019, filed 26 Feb 2020.