Lupo Securities’s US Bancorp USB Stock Holding History

Lupo Securities’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 Q1	–	Sell	-1,680	Closed	-$75.5K	–	682
2014 Q4	$75.5K	Buy	+1,680	New	+$72.3K	0.04%	143

Other funds holding USB

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

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

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lupo Securities's USB Position: Q1 2015 in Review

Lupo Securities sold out of US Bancorp (USB) in Q1 2015, closing a stake of 1,680 shares — an estimated $75.5K sold.

Lupo Securities first reported a position in USB in Q4 2014 and held it in 1 quarter. The position peaked at $75.5K in Q4 2014. 1,142 funds tracked by Wall St. Rank hold USB as of Q1 2015.

Lupo Securities reported no remaining US Bancorp position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 1,680 US Bancorp shares in Q1 2015, an estimated $75.5K.
Lupo Securities first reported a position in US Bancorp in Q4 2014 and held it in 1 quarter.
Lupo Securities's US Bancorp position peaked at $75.5K in Q4 2014.
1,142 funds tracked by Wall St. Rank held US Bancorp as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.