Catamount Wealth Management’s US Bancorp USB Stock Holding History

Catamount Wealth Management’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 Q1	$36K	Buy	750 +630	+525%	+$31.6K	0.02%	97
2018 Q4	$6K	Sell	120 -880	-88%	-$45.3K	﹤0.01%	154
2018 Q3	$53K	Hold	1,000	–	–	0.03%	81
2018 Q2	$53K	Sell	1,000 -500	-33%	-$25.4K	0.03%	76
2018 Q1	$76K	Hold	1,500	–	–	0.04%	66
2017 Q4	$80K	Sell	1,500 -1,200	-44%	-$64.6K	0.04%	63
2017 Q3	$145K	Hold	2,700	–	–	0.08%	42
2017 Q2	$140K	Sell	2,700 -5,050	-65%	-$260K	0.09%	48
2017 Q1	$399K	Buy	7,750 +7,481	+2,781%	+$399K	0.27%	30
2016 Q4	$14K	Buy	269 +200	+290%	+$9.51K	0.01%	113
2016 Q3	$3K	Buy	+69	New	+$2.93K	﹤0.01%	142
2015 Q4	–	Sell	-532	Closed	-$22K	–	146
2015 Q3	$22K	Hold	532	–	–	0.02%	73
2015 Q2	$23K	Hold	532	–	–	0.02%	88
2015 Q1	$23K	Hold	532	–	–	0.02%	80
2014 Q4	$24K	Buy	+532	New	+$22.9K	0.02%	65

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Catamount Wealth Management's USB Position: Q1 2019 in Review

Catamount Wealth Management increased its US Bancorp (USB) stake by 525% in Q1 2019, buying an estimated $31.6K and bringing the position to 750 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #97.

Catamount Wealth Management first reported a position in USB in Q4 2014 and has held it in 15 quarters since. The position peaked at $399K in Q1 2017. 1,531 funds tracked by Wall St. Rank hold USB as of Q1 2019.

Catamount Wealth Management held 750 shares of US Bancorp worth $36K as of Q1 2019.
Catamount Wealth Management bought 630 US Bancorp shares in Q1 2019, an estimated $31.6K.
US Bancorp made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #97 holding.
Catamount Wealth Management first reported a position in US Bancorp in Q4 2014 and has held it in 15 quarters since.
Catamount Wealth Management's US Bancorp position peaked at $399K in Q1 2017.
1,531 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.