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Independence Trust’s US Bancorp USB Stock Holding History

Independence Trust’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
Q4 		$249K Hold
4,640
– – 0.28% 61
2017
Q3 		$249K Sell
4,640
-37
-0.8% -$1.94K 0.28% 64
2017
Q2 		$243K Sell
4,677
-129
-3% -$6.64K 0.29% 66
2017
Q1 		$248K Sell
4,806
-206
-4% -$11K 0.32% 62
2016
Q4 		$257K Hold
5,012
– – 0.35% 62
2016
Q3 		$215K Buy
+5,012
New +$213K 0.35% 49

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Independence Trust's USB Position: Q4 2017 in Review

Independence Trust held its US Bancorp (USB) position steady in Q4 2017 at 4,640 shares worth $249K. The position accounts for 0.28% of the portfolio, ranked #61.

Independence Trust first reported a position in USB in Q3 2016 and has held it in 6 quarters since. The position peaked at $257K in Q4 2016. 1,463 funds tracked by Wall St. Rank hold USB as of Q4 2017.

  • Independence Trust held 4,640 shares of US Bancorp worth $249K as of Q4 2017.
  • Independence Trust left its US Bancorp share count unchanged in Q4 2017.
  • US Bancorp made up 0.28% of Independence Trust's portfolio in Q4 2017, its #61 holding.
  • Independence Trust first reported a position in US Bancorp in Q3 2016 and has held it in 6 quarters since.
  • Independence Trust's US Bancorp position peaked at $257K in Q4 2016.
  • 1,463 funds tracked by Wall St. Rank held US Bancorp as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.