MBE Wealth Management’s US Bancorp USB Stock Holding History

MBE 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
2020 Q2	–	Sell	-724	Closed	-$24K	–	487
2020 Q1	$24K	Buy	+724	New	+$34.9K	0.02%	196

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBE Wealth Management's USB Position: Q2 2020 in Review

MBE Wealth Management sold out of US Bancorp (USB) in Q2 2020, closing a stake of 724 shares — an estimated $24K sold.

MBE Wealth Management first reported a position in USB in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

MBE Wealth Management reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 724 US Bancorp shares in Q2 2020, an estimated $24K.
MBE Wealth Management first reported a position in US Bancorp in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's US Bancorp position peaked at $24K in Q1 2020.
1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.