Clarfeld Financial Advisors’s US Bancorp USB Stock Holding History

Clarfeld 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
2018 Q4	$14K	Buy	+312	New	+$16.1K	0.01%	192

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's USB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in US Bancorp (USB) in Q4 2018: 312 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #192 among its holdings.

1,481 funds tracked by Wall St. Rank hold USB as of Q4 2018.

Clarfeld Financial Advisors held 312 shares of US Bancorp worth $14K as of Q4 2018.
US Bancorp was a new Clarfeld Financial Advisors position in Q4 2018.
US Bancorp made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #192 holding.
1,481 funds tracked by Wall St. Rank held US Bancorp as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.