Guidant Wealth Advisors’s US Bancorp USB Stock Holding History

Guidant Wealth Advisors’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 Q3	$30K	Hold	537	–	–	0.01%	199
2019 Q2	$28K	Hold	537	–	–	0.01%	206
2019 Q1	$26K	Sell	537 -586	-52%	-$29.4K	0.01%	212
2018 Q4	$51K	Sell	1,123 -26	-2%	-$1.34K	0.02%	127
2018 Q3	$60K	Hold	1,149	–	–	0.03%	78
2018 Q2	$57K	Sell	1,149 -97	-8%	-$4.92K	0.02%	76
2018 Q1	$61K	Buy	1,246 +26	+2%	+$1.42K	0.03%	73
2017 Q4	$67K	Sell	1,220 -287	-19%	-$15.4K	0.03%	72
2017 Q3	$81K	Hold	1,507	–	–	0.06%	59
2017 Q2	$78K	Sell	1,507 -277	-16%	-$14.3K	0.04%	94
2017 Q1	$91K	Sell	1,784 -203	-10%	-$10.8K	0.05%	87
2016 Q4	$103K	Sell	1,987 -1,435	-42%	-$68.2K	0.06%	80
2016 Q3	$147K	Buy	+3,422	New	+$145K	0.09%	69

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Guidant Wealth Advisors's USB Position: Q3 2019 in Review

Guidant Wealth Advisors held its US Bancorp (USB) position steady in Q3 2019 at 537 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #199.

Guidant Wealth Advisors first reported a position in USB in Q3 2016 and has held it in 13 quarters since. The position peaked at $147K in Q3 2016. 1,536 funds tracked by Wall St. Rank hold USB as of Q3 2019.

Guidant Wealth Advisors held 537 shares of US Bancorp worth $30K as of Q3 2019.
Guidant Wealth Advisors left its US Bancorp share count unchanged in Q3 2019.
US Bancorp made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #199 holding.
Guidant Wealth Advisors first reported a position in US Bancorp in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's US Bancorp position peaked at $147K in Q3 2016.
1,536 funds tracked by Wall St. Rank held US Bancorp as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.