Miles Capital’s US Bancorp USB Stock Holding History

Miles Capital’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 Q3	–	Sell	-3,938	Closed	-$204K	–	227
2017 Q2	$204K	Buy	+3,938	New	+$203K	0.11%	197
2013 Q3	–	Sell	-8,995	Closed	-$325K	–	136
2013 Q2	$325K	Buy	+8,995	New	+$309K	0.15%	101

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Miles Capital's USB Position: Q3 2017 in Review

Miles Capital sold out of US Bancorp (USB) in Q3 2017, closing a stake of 3,938 shares — an estimated $204K sold.

Miles Capital first reported a position in USB in Q2 2013 and held it in 2 quarters. The position peaked at $325K in Q2 2013. 1,323 funds tracked by Wall St. Rank hold USB as of Q3 2017.

Miles Capital reported no remaining US Bancorp position as of Q3 2017 after selling out during the quarter.
Miles Capital sold 3,938 US Bancorp shares in Q3 2017, an estimated $204K.
Miles Capital first reported a position in US Bancorp in Q2 2013 and held it in 2 quarters.
Miles Capital's US Bancorp position peaked at $325K in Q2 2013.
1,323 funds tracked by Wall St. Rank held US Bancorp as of Q3 2017.

Based on Miles Capital's 13F filing for Q3 2017, filed 13 Nov 2017.