IPC
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Independent Portfolio Consultants’s US Bancorp USB Stock Holding History

Independent Portfolio Consultants’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
Q2 		$9K Sell
180
-20
-10% -$1.03K ﹤0.01% 731
2017
Q1 		$10K Buy
200
+147
+277% +$7.84K ﹤0.01% 754
2016
Q4 		$3K Buy
+53
New +$2.52K ﹤0.01% 744
2015
Q2 		– Sell
-164
Closed -$7K – 1034
2015
Q1 		$7K Buy
+164
New +$7.18K ﹤0.01% 746
2014
Q4 		– Sell
-2,260
Closed -$95K – 879
2014
Q3 		$95K Sell
2,260
-2,502
-53% -$106K 0.03% 559
2014
Q2 		$206K Buy
+4,762
New +$199K 0.06% 435

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

Independent Portfolio Consultants's USB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its US Bancorp (USB) stake by 10% in Q2 2017, selling an estimated $1.03K and leaving 180 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Independent Portfolio Consultants first reported a position in USB in Q2 2014 and has held it in 6 quarters since. The position peaked at $206K in Q2 2014. 1,346 funds tracked by Wall St. Rank hold USB as of Q2 2017.

  • Independent Portfolio Consultants held 180 shares of US Bancorp worth $9K as of Q2 2017.
  • Independent Portfolio Consultants sold 20 US Bancorp shares in Q2 2017, an estimated $1.03K.
  • US Bancorp made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #731 holding.
  • Independent Portfolio Consultants first reported a position in US Bancorp in Q2 2014 and has held it in 6 quarters since.
  • Independent Portfolio Consultants's US Bancorp position peaked at $206K in Q2 2014.
  • 1,346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.