ERTS Wealth Advisors’s US Bancorp USB Stock Holding History

ERTS 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
2019 Q1	–	Sell	-777	Closed	-$36K	–	289
2018 Q4	$36K	Buy	+777	New	+$40K	0.03%	178

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ERTS Wealth Advisors's USB Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of US Bancorp (USB) in Q1 2019, closing a stake of 777 shares — an estimated $36K sold.

ERTS Wealth Advisors first reported a position in USB in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 1,531 funds tracked by Wall St. Rank hold USB as of Q1 2019.

ERTS Wealth Advisors reported no remaining US Bancorp position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 777 US Bancorp shares in Q1 2019, an estimated $36K.
ERTS Wealth Advisors first reported a position in US Bancorp in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's US Bancorp position peaked at $36K in Q4 2018.
1,531 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.