HWG Holdings’s US Bancorp USB Stock Holding History

HWG Holdings’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
2017 Q3	–	Sell	-705	Closed	-$37K	–	118
2017 Q2	$37K	Buy	+705	New	+$36.3K	0.03%	47

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

HWG Holdings's USB Position: Q3 2017 in Review

HWG Holdings sold out of US Bancorp (USB) in Q3 2017, closing a stake of 705 shares — an estimated $37K sold.

HWG Holdings first reported a position in USB in Q2 2017 and held it in 1 quarter. The position peaked at $37K in Q2 2017. 1,322 funds tracked by Wall St. Rank hold USB as of Q3 2017.

HWG Holdings reported no remaining US Bancorp position as of Q3 2017 after selling out during the quarter.
HWG Holdings sold 705 US Bancorp shares in Q3 2017, an estimated $37K.
HWG Holdings first reported a position in US Bancorp in Q2 2017 and held it in 1 quarter.
HWG Holdings's US Bancorp position peaked at $37K in Q2 2017.
1,322 funds tracked by Wall St. Rank held US Bancorp as of Q3 2017.

Based on HWG Holdings's 13F filing for Q3 2017, filed 14 Nov 2017.