INR Advisory Services’s US Bancorp USB Stock Holding History

INR Advisory Services’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	-81	Closed	-$4K	–	89
2017 Q2	$4K	Buy	81 +22	+37%	+$1.13K	﹤0.01%	74
2017 Q1	$3K	Buy	+59	New	+$3.15K	﹤0.01%	93

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

INR Advisory Services's USB Position: Q3 2017 in Review

INR Advisory Services sold out of US Bancorp (USB) in Q3 2017, closing a stake of 81 shares — an estimated $4K sold.

INR Advisory Services first reported a position in USB in Q1 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 1,322 funds tracked by Wall St. Rank hold USB as of Q3 2017.

INR Advisory Services reported no remaining US Bancorp position as of Q3 2017 after selling out during the quarter.
INR Advisory Services sold 81 US Bancorp shares in Q3 2017, an estimated $4K.
INR Advisory Services first reported a position in US Bancorp in Q1 2017 and held it in 2 quarters.
INR Advisory Services's US Bancorp position peaked at $4K in Q2 2017.
1,322 funds tracked by Wall St. Rank held US Bancorp as of Q3 2017.

Based on INR Advisory Services's 13F filing for Q3 2017, filed 9 Nov 2017.