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Mesirow Financial Investment Management - Fixed Income’s US Bancorp USB Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2017
Q1 		– Sell
-19,540
Closed -$1M – 240
2016
Q4 		$1M Buy
19,540
+3,740
+24% +$178K 0.06% 112
2016
Q3 		$679K Buy
15,800
+6,185
+64% +$263K 0.04% 133
2016
Q2 		$389K Buy
+9,615
New +$400K 0.02% 166

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's USB Position: Q1 2017 in Review

Mesirow Financial Investment Management - Fixed Income sold out of US Bancorp (USB) in Q1 2017, closing a stake of 19,540 shares — an estimated $1M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in USB in Q2 2016 and held it in 3 quarters. The position peaked at $1M in Q4 2016. 1,352 funds tracked by Wall St. Rank hold USB as of Q1 2017.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining US Bancorp position as of Q1 2017 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 19,540 US Bancorp shares in Q1 2017, an estimated $1M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in US Bancorp in Q2 2016 and held it in 3 quarters.
  • Mesirow Financial Investment Management - Fixed Income's US Bancorp position peaked at $1M in Q4 2016.
  • 1,352 funds tracked by Wall St. Rank held US Bancorp as of Q1 2017.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2017, filed 25 Apr 2017.