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Michael B. Elefante’s US Bancorp USB Stock Holding History

Michael B. Elefante’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
2014
Q4 		– Sell
-120
Closed -$5K – 133
2014
Q3 		$5K Sell
120
-2,500
-95% -$106K ﹤0.01% 144
2014
Q2 		$113K Buy
+2,620
New +$109K 0.05% 132
2013
Q4 		– Sell
-5,220
Closed -$191K – 114
2013
Q3 		$191K Buy
5,220
+25
+0.5% +$926 0.1% 97
2013
Q2 		$188K Buy
+5,195
New +$178K 0.1% 99

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael B. Elefante's USB Position: Q4 2014 in Review

Michael B. Elefante sold out of US Bancorp (USB) in Q4 2014, closing a stake of 120 shares — an estimated $5K sold.

Michael B. Elefante first reported a position in USB in Q2 2013 and held it in 4 quarters. The position peaked at $191K in Q3 2013. 1,148 funds tracked by Wall St. Rank hold USB as of Q4 2014.

  • Michael B. Elefante reported no remaining US Bancorp position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 120 US Bancorp shares in Q4 2014, an estimated $5K.
  • Michael B. Elefante first reported a position in US Bancorp in Q2 2013 and held it in 4 quarters.
  • Michael B. Elefante's US Bancorp position peaked at $191K in Q3 2013.
  • 1,148 funds tracked by Wall St. Rank held US Bancorp as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.