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Founders Bank & Trust’s US Bancorp USB Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$31K Buy
698
+39
+6% +$1.68K 0.02% 210
2014
Q3 		$27K Hold
659
– – 0.02% 212
2014
Q2 		$28K Hold
659
– – 0.02% 209
2014
Q1 		$28K Sell
659
-8,034
-92% -$330K 0.02% 201
2013
Q4 		$340K Buy
8,693
+2,569
+42% +$98.5K 0.2% 68
2013
Q3 		$224K Buy
6,124
+1,324
+28% +$49K 0.11% 78
2013
Q2 		$174K Buy
+4,800
New +$165K 0.09% 82

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 $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Bank & Trust's USB Position: Q4 2014 in Review

Founders Bank & Trust increased its US Bancorp (USB) stake by 5.9% in Q4 2014, buying an estimated $1.68K and bringing the position to 698 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #210.

Founders Bank & Trust first reported a position in USB in Q2 2013 and has held it in 7 quarters since. The position peaked at $340K in Q4 2013. 1,148 funds tracked by Wall St. Rank hold USB as of Q4 2014.

  • Founders Bank & Trust held 698 shares of US Bancorp worth $31K as of Q4 2014.
  • Founders Bank & Trust bought 39 US Bancorp shares in Q4 2014, an estimated $1.68K.
  • US Bancorp made up 0.02% of Founders Bank & Trust's portfolio in Q4 2014, its #210 holding.
  • Founders Bank & Trust first reported a position in US Bancorp in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's US Bancorp position peaked at $340K in Q4 2013.
  • 1,148 funds tracked by Wall St. Rank held US Bancorp as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.