FEG
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Financial Enhancement Group’s US Bancorp USB Stock Holding History

Financial Enhancement Group’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
-625
Closed -$33K – 331
2018
Q4 		$33K Hold
625
– – 0.01% 136
2018
Q3 		$33K Hold
625
– – 0.01% 136
2018
Q2 		$31K Hold
625
– – 0.01% 135
2018
Q1 		$32K Buy
+625
New +$34.2K 0.01% 137
2016
Q1 		– Sell
-29,096
Closed -$1.24M – 48
2015
Q4 		$1.24M Sell
29,096
-47,564
-62% -$2.03M 0.76% 28
2015
Q3 		$3.14M Buy
76,660
+4,109
+6% +$178K 2.07% 18
2015
Q2 		$3.15M Buy
+72,551
New +$3.17M 1.98% 17

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Enhancement Group's USB Position: Q1 2019 in Review

Financial Enhancement Group sold out of US Bancorp (USB) in Q1 2019, closing a stake of 625 shares — an estimated $33K sold.

Financial Enhancement Group first reported a position in USB in Q2 2015 and held it in 7 quarters. The position peaked at $3.15M in Q2 2015. 1,532 funds tracked by Wall St. Rank hold USB as of Q1 2019.

  • Financial Enhancement Group reported no remaining US Bancorp position as of Q1 2019 after selling out during the quarter.
  • Financial Enhancement Group sold 625 US Bancorp shares in Q1 2019, an estimated $33K.
  • Financial Enhancement Group first reported a position in US Bancorp in Q2 2015 and held it in 7 quarters.
  • Financial Enhancement Group's US Bancorp position peaked at $3.15M in Q2 2015.
  • 1,532 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on Financial Enhancement Group's 13F filing for Q1 2019, filed 14 May 2019.