Copperwynd Financial’s US Bancorp USB Stock Holding History

Copperwynd Financial’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 Q1	–	Sell	-5,060	Closed	-$271K	–	103
2017 Q4	$271K	Buy	+5,060	New	+$272K	0.2%	81

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Copperwynd Financial's USB Position: Q1 2018 in Review

Copperwynd Financial sold out of US Bancorp (USB) in Q1 2018, closing a stake of 5,060 shares — an estimated $271K sold.

Copperwynd Financial first reported a position in USB in Q4 2017 and held it in 1 quarter. The position peaked at $271K in Q4 2017. 1,459 funds tracked by Wall St. Rank hold USB as of Q1 2018.

Copperwynd Financial reported no remaining US Bancorp position as of Q1 2018 after selling out during the quarter.
Copperwynd Financial sold 5,060 US Bancorp shares in Q1 2018, an estimated $271K.
Copperwynd Financial first reported a position in US Bancorp in Q4 2017 and held it in 1 quarter.
Copperwynd Financial's US Bancorp position peaked at $271K in Q4 2017.
1,459 funds tracked by Wall St. Rank held US Bancorp as of Q1 2018.

Based on Copperwynd Financial's 13F filing for Q1 2018, filed 27 Apr 2018.