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Gary Goldberg Planning Services’s US Bancorp USB Stock Holding History

Gary Goldberg Planning Services’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 		$26K Hold
575
– – 0.01% 283
2014
Q3 		$24K Hold
575
– – 0.01% 302
2014
Q2 		$25K Hold
575
– – 0.01% 283
2014
Q1 		$25K Hold
575
– – 0.01% 268
2013
Q4 		$23K Hold
575
– – 0.01% 248
2013
Q3 		$21K Hold
575
– – 0.01% 251
2013
Q2 		$21K Buy
+575
New +$19.7K 0.01% 240

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

Gary Goldberg Planning Services's USB Position: Q4 2014 in Review

Gary Goldberg Planning Services held its US Bancorp (USB) position steady in Q4 2014 at 575 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #283.

Gary Goldberg Planning Services first reported a position in USB in Q2 2013 and has held it in 7 quarters since. 1,146 funds tracked by Wall St. Rank hold USB as of Q4 2014.

  • Gary Goldberg Planning Services held 575 shares of US Bancorp worth $26K as of Q4 2014.
  • Gary Goldberg Planning Services left its US Bancorp share count unchanged in Q4 2014.
  • US Bancorp made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #283 holding.
  • Gary Goldberg Planning Services first reported a position in US Bancorp in Q2 2013 and has held it in 7 quarters since.
  • 1,146 funds tracked by Wall St. Rank held US Bancorp as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.