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Fusion Investment Group’s US Bancorp USB Stock Holding History

Fusion Investment 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
2014
Q4 		– Sell
-485
Closed -$20K – 194
2014
Q3 		$20K Hold
485
– – 0.02% 143
2014
Q2 		$21K Hold
485
– – 0.02% 159
2014
Q1 		$21K Hold
485
– – 0.02% 158
2013
Q4 		$20K Buy
+485
New +$18.6K 0.01% 174

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 $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Investment Group's USB Position: Q4 2014 in Review

Fusion Investment Group sold out of US Bancorp (USB) in Q4 2014, closing a stake of 485 shares — an estimated $20K sold.

Fusion Investment Group first reported a position in USB in Q4 2013 and held it in 4 quarters. The position peaked at $21K in Q2 2014. 1,146 funds tracked by Wall St. Rank hold USB as of Q4 2014.

  • Fusion Investment Group reported no remaining US Bancorp position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 485 US Bancorp shares in Q4 2014, an estimated $20K.
  • Fusion Investment Group first reported a position in US Bancorp in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's US Bancorp position peaked at $21K in Q2 2014.
  • 1,146 funds tracked by Wall St. Rank held US Bancorp as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.