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Clear Perspective Advisors’s US Bancorp USB Stock Holding History

Clear Perspective 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
2020
Q1 		– Sell
-6,332
Closed -$375K – 132
2019
Q4 		$375K Sell
6,332
-11,948
-65% -$691K 0.23% 94
2019
Q3 		$985K Buy
18,280
+9,140
+100% +$494K 0.45% 51
2019
Q2 		$479K Buy
9,140
+40
+0.4% +$2.06K 0.31% 81
2019
Q1 		$458K Hold
9,100
– – 0.32% 84
2018
Q4 		$416K Buy
9,100
+3,100
+52% +$160K 0.35% 86
2018
Q3 		$317K Hold
6,000
– – 0.24% 113
2018
Q2 		$300K Hold
6,000
– – 0.21% 113
2018
Q1 		$303K Hold
6,000
– – 0.23% 104
2017
Q4 		$321K Hold
6,000
– – 0.25% 102
2017
Q3 		$322K Hold
6,000
– – 0.26% 99
2017
Q2 		$312K Hold
6,000
– – 0.26% 94
2017
Q1 		$309K Hold
6,000
– – 0.2% 93
2016
Q4 		$308K Buy
+6,000
New +$285K 0.2% 101

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Clear Perspective Advisors's USB Position: Q1 2020 in Review

Clear Perspective Advisors sold out of US Bancorp (USB) in Q1 2020, closing a stake of 6,332 shares — an estimated $375K sold.

Clear Perspective Advisors first reported a position in USB in Q4 2016 and held it in 13 quarters. The position peaked at $985K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Clear Perspective Advisors reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Clear Perspective Advisors sold 6,332 US Bancorp shares in Q1 2020, an estimated $375K.
  • Clear Perspective Advisors first reported a position in US Bancorp in Q4 2016 and held it in 13 quarters.
  • Clear Perspective Advisors's US Bancorp position peaked at $985K in Q3 2019.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Clear Perspective Advisors's 13F filing for Q1 2020, filed 13 May 2020.