Independence Advisors’s US Bancorp USB Stock Holding History

Independence 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 Q4	–	Sell	-3,858	Closed	-$214K	–	166
2019 Q3	$214K	Buy	+3,858	New	+$208K	0.05%	99

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Advisors's USB Position: Q4 2019 in Review

Independence Advisors sold out of US Bancorp (USB) in Q4 2019, closing a stake of 3,858 shares — an estimated $214K sold.

Independence Advisors first reported a position in USB in Q3 2019 and held it in 1 quarter. The position peaked at $214K in Q3 2019. 1,686 funds tracked by Wall St. Rank hold USB as of Q4 2019.

Independence Advisors reported no remaining US Bancorp position as of Q4 2019 after selling out during the quarter.
Independence Advisors sold 3,858 US Bancorp shares in Q4 2019, an estimated $214K.
Independence Advisors first reported a position in US Bancorp in Q3 2019 and held it in 1 quarter.
Independence Advisors's US Bancorp position peaked at $214K in Q3 2019.
1,686 funds tracked by Wall St. Rank held US Bancorp as of Q4 2019.

Based on Independence Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.