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Clearwater Capital Advisors’s US Bancorp USB Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-1,972
Closed -$100K – 535
2018
Q1 		$100K Buy
+1,972
New +$108K 0.02% 232

Other funds holding USB

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clearwater Capital Advisors's USB Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of US Bancorp (USB) in Q2 2018, closing a stake of 1,972 shares — an estimated $100K sold.

Clearwater Capital Advisors first reported a position in USB in Q1 2018 and held it in 1 quarter. The position peaked at $100K in Q1 2018. 1,442 funds tracked by Wall St. Rank hold USB as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining US Bancorp position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,972 US Bancorp shares in Q2 2018, an estimated $100K.
  • Clearwater Capital Advisors first reported a position in US Bancorp in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's US Bancorp position peaked at $100K in Q1 2018.
  • 1,442 funds tracked by Wall St. Rank held US Bancorp as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.