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Midwest Professional Planners Ltd (MPPL)’s US Bancorp USB Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2019
Q2 		– Sell
-6,996
Closed -$337K – 96
2019
Q1 		$337K Buy
6,996
+507
+8% +$25.4K 0.33% 69
2018
Q4 		$297K Sell
6,489
-431
-6% -$22.2K 0.32% 64
2018
Q3 		$365K Buy
6,920
+41
+0.6% +$2.17K 0.34% 62
2018
Q2 		$344K Buy
6,879
+10
+0.1% +$507 0.31% 64
2018
Q1 		$347K Buy
6,869
+744
+12% +$40.7K 0.31% 62
2017
Q4 		$328K Buy
+6,125
New +$330K 0.3% 66

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s USB Position: Q2 2019 in Review

Midwest Professional Planners Ltd (MPPL) sold out of US Bancorp (USB) in Q2 2019, closing a stake of 6,996 shares — an estimated $337K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in USB in Q4 2017 and held it in 6 quarters. The position peaked at $365K in Q3 2018. 1,521 funds tracked by Wall St. Rank hold USB as of Q2 2019.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining US Bancorp position as of Q2 2019 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 6,996 US Bancorp shares in Q2 2019, an estimated $337K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in US Bancorp in Q4 2017 and held it in 6 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s US Bancorp position peaked at $365K in Q3 2018.
  • 1,521 funds tracked by Wall St. Rank held US Bancorp as of Q2 2019.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2019, filed 12 Aug 2019.