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Executive Wealth Management’s US Bancorp USB Stock Holding History

Executive 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
Q3 		– Sell
-586
Closed -$31K – 754
2019
Q2 		$31K Hold
586
– – ﹤0.01% 391
2019
Q1 		$28K Hold
586
– – 0.01% 374
2018
Q4 		$27K Buy
+586
New +$30.2K ﹤0.01% 382

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's USB Position: Q3 2019 in Review

Executive Wealth Management sold out of US Bancorp (USB) in Q3 2019, closing a stake of 586 shares — an estimated $31K sold.

Executive Wealth Management first reported a position in USB in Q4 2018 and held it in 3 quarters. The position peaked at $31K in Q2 2019. 1,536 funds tracked by Wall St. Rank hold USB as of Q3 2019.

  • Executive Wealth Management reported no remaining US Bancorp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 586 US Bancorp shares in Q3 2019, an estimated $31K.
  • Executive Wealth Management first reported a position in US Bancorp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's US Bancorp position peaked at $31K in Q2 2019.
  • 1,536 funds tracked by Wall St. Rank held US Bancorp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.