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Edmond de Rothschild (Suisse)’s US Bancorp USB Stock Holding History

Edmond de Rothschild (Suisse)’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
2015
Q4 		– Sell
-100
Closed -$4K – 439
2015
Q3 		$4K Hold
100
– – ﹤0.01% 418
2015
Q2 		$4K Buy
+100
New +$4.37K ﹤0.01% 407

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s USB Position: Q4 2015 in Review

Edmond de Rothschild (Suisse) sold out of US Bancorp (USB) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Edmond de Rothschild (Suisse) first reported a position in USB in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 1,205 funds tracked by Wall St. Rank hold USB as of Q4 2015.

  • Edmond de Rothschild (Suisse) reported no remaining US Bancorp position as of Q4 2015 after selling out during the quarter.
  • Edmond de Rothschild (Suisse) sold 100 US Bancorp shares in Q4 2015, an estimated $4K.
  • Edmond de Rothschild (Suisse) first reported a position in US Bancorp in Q2 2015 and held it in 2 quarters.
  • Edmond de Rothschild (Suisse)'s US Bancorp position peaked at $4K in Q3 2015.
  • 1,205 funds tracked by Wall St. Rank held US Bancorp as of Q4 2015.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q4 2015, filed 16 Feb 2016.