Lupo Securities’s US Bancorp Series B Preferred Stock USB.PRH Stock Holding History

Lupo Securities’s Portfolio USB.PRH Stock Details USB.PRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-168	Closed	-$24K	–	398
2015 Q1	$24K	Sell	168 -204	-55%	-$4.5K	0.04%	210
2014 Q4	$44.4K	Buy	+372	New	+$8.23K	0.02%	184

Other funds holding USB.PRH

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LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return