CWA
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Cypress Wealth Advisors’s US Bancorp USB Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-4,638
Closed -$239K – 176
2017
Q1 		$239K Buy
4,638
+157
+4% +$8.37K 0.11% 173
2016
Q4 		$230K Buy
+4,481
New +$213K 0.11% 171

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Cypress Wealth Advisors's USB Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of US Bancorp (USB) in Q2 2017, closing a stake of 4,638 shares — an estimated $239K sold.

Cypress Wealth Advisors first reported a position in USB in Q4 2016 and held it in 2 quarters. The position peaked at $239K in Q1 2017. 1,345 funds tracked by Wall St. Rank hold USB as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining US Bancorp position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 4,638 US Bancorp shares in Q2 2017, an estimated $239K.
  • Cypress Wealth Advisors first reported a position in US Bancorp in Q4 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's US Bancorp position peaked at $239K in Q1 2017.
  • 1,345 funds tracked by Wall St. Rank held US Bancorp as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.