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Destination Wealth Management’s US Bancorp USB Stock Holding History

Destination Wealth Management’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
2019
Q2 		– Sell
-186
Closed -$9K – 749
2019
Q1 		$9K Buy
+186
New +$9.33K ﹤0.01% 499
2018
Q4 		– Sell
-37
Closed -$2K – 701
2018
Q3 		$2K Buy
+37
New +$1.96K ﹤0.01% 594
2018
Q2 		– Sell
-333
Closed -$3K – 649
2018
Q1 		$3K Buy
+333
New +$18.2K ﹤0.01% 491
2015
Q3 		– Sell
-31,928
Closed -$1.39M – 218
2015
Q2 		$1.39M Buy
+31,928
New +$1.4M 0.09% 120

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destination Wealth Management's USB Position: Q2 2019 in Review

Destination Wealth Management sold out of US Bancorp (USB) in Q2 2019, closing a stake of 186 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in USB in Q2 2015 and held it in 4 quarters. The position peaked at $1.39M in Q2 2015. 1,521 funds tracked by Wall St. Rank hold USB as of Q2 2019.

  • Destination Wealth Management reported no remaining US Bancorp position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 186 US Bancorp shares in Q2 2019, an estimated $9K.
  • Destination Wealth Management first reported a position in US Bancorp in Q2 2015 and held it in 4 quarters.
  • Destination Wealth Management's US Bancorp position peaked at $1.39M in Q2 2015.
  • 1,521 funds tracked by Wall St. Rank held US Bancorp as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.