Index Management Solutions’s US Bancorp USB Stock Holding History

Index Management Solutions’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
2015 Q3	$35K	Buy	857 +197	+30%	+$8.53K	0.03%	272
2015 Q2	$29K	Buy	660 +240	+57%	+$10.5K	0.03%	411
2015 Q1	$18K	Sell	420 -415	-50%	-$18.2K	0.01%	415
2014 Q4	$38K	Sell	835 -177	-17%	-$7.62K	0.01%	505
2014 Q3	$42K	Buy	1,012 +167	+20%	+$7.05K	﹤0.01%	876
2014 Q2	$37K	Sell	845 -720	-46%	-$30.1K	﹤0.01%	877
2014 Q1	$67K	Sell	1,565 -1,474	-49%	-$60.6K	0.01%	639
2013 Q4	$123K	Sell	3,039 -365	-11%	-$14K	0.03%	158
2013 Q3	$125K	Buy	+3,404	New	+$126K	0.04%	173

Other funds holding USB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BBHC

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

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

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

Index Management Solutions's USB Position: Q3 2015 in Review

Index Management Solutions increased its US Bancorp (USB) stake by 30% in Q3 2015, buying an estimated $8.53K and bringing the position to 857 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #272.

Index Management Solutions first reported a position in USB in Q3 2013 and has held it in 9 quarters since. The position peaked at $125K in Q3 2013. 1,163 funds tracked by Wall St. Rank hold USB as of Q3 2015.

Index Management Solutions held 857 shares of US Bancorp worth $35K as of Q3 2015.
Index Management Solutions bought 197 US Bancorp shares in Q3 2015, an estimated $8.53K.
US Bancorp made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #272 holding.
Index Management Solutions first reported a position in US Bancorp in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's US Bancorp position peaked at $125K in Q3 2013.
1,163 funds tracked by Wall St. Rank held US Bancorp as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.