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Delphi Private Advisors’s US Bancorp USB Stock Holding History

Delphi Private 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
Q3 		– Sell
-487
Closed -$20K – 107
2017
Q2 		$20K Buy
+487
New +$25.1K 0.04% 73
2017
Q1 		– Sell
-176
Closed -$9K – 287
2016
Q4 		$9K Hold
176
– – 0.02% 111
2016
Q3 		$8K Sell
176
-307
-64% -$13K 0.01% 129
2016
Q2 		$19K Sell
483
-4
-0.8% -$166 0.03% 95
2016
Q1 		$20K Sell
487
-130
-21% -$5.19K 0.04% 97
2015
Q4 		$26K Buy
+617
New +$26.4K 0.04% 88

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

Delphi Private Advisors's USB Position: Q3 2017 in Review

Delphi Private Advisors sold out of US Bancorp (USB) in Q3 2017, closing a stake of 487 shares — an estimated $20K sold.

Delphi Private Advisors first reported a position in USB in Q4 2015 and held it in 6 quarters. The position peaked at $26K in Q4 2015. 1,322 funds tracked by Wall St. Rank hold USB as of Q3 2017.

  • Delphi Private Advisors reported no remaining US Bancorp position as of Q3 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 487 US Bancorp shares in Q3 2017, an estimated $20K.
  • Delphi Private Advisors first reported a position in US Bancorp in Q4 2015 and held it in 6 quarters.
  • Delphi Private Advisors's US Bancorp position peaked at $26K in Q4 2015.
  • 1,322 funds tracked by Wall St. Rank held US Bancorp as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.