J. Goldman & Co’s US Bancorp USB Stock Holding History

J. Goldman & Co’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 Q1	–	Sell	-39,850	Closed	-$2.05M	–	416
2016 Q4	$2.05M	Buy	+39,850	New	+$1.9M	0.14%	173
2016 Q3	–	Sell	-64,900	Closed	-$2.62M	–	407
2016 Q2	$2.62M	Buy	+64,900	New	+$2.7M	0.14%	156

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

J. Goldman & Co's USB Position: Q1 2017 in Review

J. Goldman & Co sold out of US Bancorp (USB) in Q1 2017, closing a stake of 39,850 shares — an estimated $2.05M sold.

J. Goldman & Co first reported a position in USB in Q2 2016 and held it in 2 quarters. The position peaked at $2.62M in Q2 2016. 1,351 funds tracked by Wall St. Rank hold USB as of Q1 2017.

J. Goldman & Co reported no remaining US Bancorp position as of Q1 2017 after selling out during the quarter.
J. Goldman & Co sold 39,850 US Bancorp shares in Q1 2017, an estimated $2.05M.
J. Goldman & Co first reported a position in US Bancorp in Q2 2016 and held it in 2 quarters.
J. Goldman & Co's US Bancorp position peaked at $2.62M in Q2 2016.
1,351 funds tracked by Wall St. Rank held US Bancorp as of Q1 2017.

Based on J. Goldman & Co's 13F filing for Q1 2017, filed 15 May 2017.