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Lake Point Wealth Management’s US Bancorp USB Stock Holding History

Lake Point Wealth 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
-281
Closed -$13K – 859
2018
Q4 		$13K Buy
+281
New +$14.5K ﹤0.01% 422

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

Lake Point Wealth Management's USB Position: Q1 2019 in Review

Lake Point Wealth Management sold out of US Bancorp (USB) in Q1 2019, closing a stake of 281 shares — an estimated $13K sold.

Lake Point Wealth Management first reported a position in USB in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 1,532 funds tracked by Wall St. Rank hold USB as of Q1 2019.

  • Lake Point Wealth Management reported no remaining US Bancorp position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 281 US Bancorp shares in Q1 2019, an estimated $13K.
  • Lake Point Wealth Management first reported a position in US Bancorp in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's US Bancorp position peaked at $13K in Q4 2018.
  • 1,532 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.