IC
USB icon

Intersect Capital’s US Bancorp USB Stock Holding History

Intersect Capital’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
Q2 		– Sell
-604
Closed -$26K – 352
2015
Q1 		$26K Hold
604
– – 0.02% 246
2014
Q4 		$27K Buy
+604
New +$26K 0.02% 250

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intersect Capital's USB Position: Q2 2015 in Review

Intersect Capital sold out of US Bancorp (USB) in Q2 2015, closing a stake of 604 shares — an estimated $26K sold.

Intersect Capital first reported a position in USB in Q4 2014 and held it in 2 quarters. The position peaked at $27K in Q4 2014. 1,170 funds tracked by Wall St. Rank hold USB as of Q2 2015.

  • Intersect Capital reported no remaining US Bancorp position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 604 US Bancorp shares in Q2 2015, an estimated $26K.
  • Intersect Capital first reported a position in US Bancorp in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's US Bancorp position peaked at $27K in Q4 2014.
  • 1,170 funds tracked by Wall St. Rank held US Bancorp as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.