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D. Scott Neal’s US Bancorp USB Stock Holding History

D. Scott Neal’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
Q3 		– Sell
-1,000
Closed -$50K – 60
2018
Q2 		$50K Hold
1,000
– – 0.03% 59
2018
Q1 		$51K Hold
1,000
– – 0.03% 76
2017
Q4 		$54K Sell
1,000
-6,559
-87% -$353K 0.03% 80
2017
Q3 		$405K Buy
7,559
+35
+0.5% +$1.83K 0.24% 28
2017
Q2 		$391K Buy
7,524
+36
+0.5% +$1.85K 0.27% 29
2017
Q1 		$386K Buy
7,488
+36
+0.5% +$1.92K 0.25% 29
2016
Q4 		$383K Sell
7,452
-58
-0.8% -$2.76K 0.27% 25
2016
Q3 		$322K Sell
7,510
-80
-1% -$3.4K 0.25% 23
2016
Q2 		$306K Buy
7,590
+41
+0.5% +$1.71K 0.27% 24
2016
Q1 		$306K Buy
7,549
+42
+0.6% +$1.68K 0.29% 25
2015
Q4 		$320K Buy
7,507
+40
+0.5% +$1.71K 0.25% 25
2015
Q3 		$306K Sell
7,467
-163
-2% -$7.06K 0.26% 28
2015
Q2 		$331K Buy
7,630
+38
+0.5% +$1.66K 0.23% 30
2015
Q1 		$332K Buy
7,592
+39
+0.5% +$1.71K 0.24% 28
2014
Q4 		$340K Sell
7,553
-58
-0.8% -$2.5K 0.24% 29
2014
Q3 		$318K Buy
7,611
+1,037
+16% +$43.8K 0.25% 29
2014
Q2 		$285K Buy
6,574
+37
+0.6% +$1.54K 0.22% 31
2014
Q1 		$280K Buy
6,537
+36
+0.6% +$1.48K 0.24% 37
2013
Q4 		$263K Buy
+6,501
New +$249K 0.24% 32

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

D. Scott Neal's USB Position: Q3 2018 in Review

D. Scott Neal sold out of US Bancorp (USB) in Q3 2018, closing a stake of 1,000 shares — an estimated $50K sold.

D. Scott Neal first reported a position in USB in Q4 2013 and held it in 19 quarters. The position peaked at $405K in Q3 2017. 1,453 funds tracked by Wall St. Rank hold USB as of Q3 2018.

  • D. Scott Neal reported no remaining US Bancorp position as of Q3 2018 after selling out during the quarter.
  • D. Scott Neal sold 1,000 US Bancorp shares in Q3 2018, an estimated $50K.
  • D. Scott Neal first reported a position in US Bancorp in Q4 2013 and held it in 19 quarters.
  • D. Scott Neal's US Bancorp position peaked at $405K in Q3 2017.
  • 1,453 funds tracked by Wall St. Rank held US Bancorp as of Q3 2018.

Based on D. Scott Neal's 13F filing for Q3 2018, filed 13 Nov 2018.