KWMG LLC’s US Bancorp USB Stock Holding History

KWMG LLC’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 Q2	–	Sell	-1,373	Closed	-$66K	–	401
2019 Q1	$66K	Buy	1,373 +1	+0.1%	+$50	0.02%	157
2018 Q4	$63K	Buy	1,372 +79	+6%	+$4.07K	0.02%	155
2018 Q3	$68K	Buy	1,293 +1	+0.1%	+$53	0.02%	143
2018 Q2	$65K	Buy	+1,292	New	+$65.6K	0.02%	144

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWMG LLC's USB Position: Q2 2019 in Review

KWMG LLC sold out of US Bancorp (USB) in Q2 2019, closing a stake of 1,373 shares — an estimated $66K sold.

KWMG LLC first reported a position in USB in Q2 2018 and held it in 4 quarters. The position peaked at $68K in Q3 2018. 1,521 funds tracked by Wall St. Rank hold USB as of Q2 2019.

KWMG LLC reported no remaining US Bancorp position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 1,373 US Bancorp shares in Q2 2019, an estimated $66K.
KWMG LLC first reported a position in US Bancorp in Q2 2018 and held it in 4 quarters.
KWMG LLC's US Bancorp position peaked at $68K in Q3 2018.
1,521 funds tracked by Wall St. Rank held US Bancorp as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.