First Western Capital Management’s US Bancorp USB Stock Holding History

First Western Capital 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
2020 Q1	–	Sell	-4,515	Closed	-$268K	–	23
2019 Q4	$268K	Hold	4,515	–	–	4.25%	10
2019 Q3	$250K	Sell	4,515 -1,048	-19%	-$56.6K	3.9%	12
2019 Q2	$292K	Sell	5,563 -59	-1%	-$3.04K	3.88%	15
2019 Q1	$271K	Sell	5,622 -1,924	-25%	-$96.5K	3.85%	16
2018 Q4	$345K	Sell	7,546 -4,096	-35%	-$211K	3.13%	14
2018 Q3	$615K	Sell	11,642 -786	-6%	-$41.6K	2.76%	13
2018 Q2	$622K	Buy	12,428 +2,147	+21%	+$109K	2.81%	14
2018 Q1	$519K	Sell	10,281 -2,228	-18%	-$122K	2.46%	15
2017 Q4	$670K	Hold	12,509	–	–	0.38%	49
2017 Q3	$670K	Sell	12,509 -626	-5%	-$32.8K	0.41%	45
2017 Q2	$682K	Sell	13,135 -2,670	-17%	-$138K	0.41%	47
2017 Q1	$814K	Sell	15,805 -4,601	-23%	-$245K	0.49%	51
2016 Q4	$1.05M	Buy	+20,406	New	+$970K	0.57%	57

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

First Western Capital Management's USB Position: Q1 2020 in Review

First Western Capital Management sold out of US Bancorp (USB) in Q1 2020, closing a stake of 4,515 shares — an estimated $268K sold.

First Western Capital Management first reported a position in USB in Q4 2016 and held it in 13 quarters. The position peaked at $1.05M in Q4 2016. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

First Western Capital Management reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
First Western Capital Management sold 4,515 US Bancorp shares in Q1 2020, an estimated $268K.
First Western Capital Management first reported a position in US Bancorp in Q4 2016 and held it in 13 quarters.
First Western Capital Management's US Bancorp position peaked at $1.05M in Q4 2016.
1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on First Western Capital Management's 13F filing for Q1 2020, filed 14 May 2020.