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Ipswich Investment Management’s US Bancorp USB Stock Holding History

Ipswich Investment Management’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
2019
Q1 		– Sell
-1,082
Closed -$49K – 372
2018
Q4 		$49K Buy
+1,082
New +$55.7K 0.02% 270
2016
Q2 		– Sell
-857
Closed -$36K – 313
2016
Q1 		$36K Buy
+857
New +$34.2K 0.02% 254

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ipswich Investment Management's USB Position: Q1 2019 in Review

Ipswich Investment Management sold out of US Bancorp (USB) in Q1 2019, closing a stake of 1,082 shares — an estimated $49K sold.

Ipswich Investment Management first reported a position in USB in Q1 2016 and held it in 2 quarters. The position peaked at $49K in Q4 2018. 1,531 funds tracked by Wall St. Rank hold USB as of Q1 2019.

  • Ipswich Investment Management reported no remaining US Bancorp position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 1,082 US Bancorp shares in Q1 2019, an estimated $49K.
  • Ipswich Investment Management first reported a position in US Bancorp in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's US Bancorp position peaked at $49K in Q4 2018.
  • 1,531 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.