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Mitsubishi UFJ Morgan Stanley Securities’s US Bancorp USB Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 		$20K Buy
450
+440
+4,400% +$18.9K 0.04% 140
2014
Q3 		$0 Sell
10
-90
-90% -$3.8K ﹤0.01% 292
2014
Q2 		$4K Sell
100
-680
-87% -$28.4K 0.01% 223
2014
Q1 		$33K Sell
780
-620
-44% -$25.5K 0.09% 87
2013
Q4 		$56K Buy
1,400
+1,380
+6,900% +$52.9K 0.09% 50
2013
Q3 		$1K Sell
20
-890
-98% -$33K ﹤0.01% 251
2013
Q2 		$33K Buy
+910
New +$31.2K 0.11% 116

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
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
BBHC
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

Mitsubishi UFJ Morgan Stanley Securities's USB Position: Q4 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities increased its US Bancorp (USB) stake by 4,400% in Q4 2014, buying an estimated $18.9K and bringing the position to 450 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #140.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in USB in Q2 2013 and has held it in 7 quarters since. The position peaked at $56K in Q4 2013. 1,148 funds tracked by Wall St. Rank hold USB as of Q4 2014.

  • Mitsubishi UFJ Morgan Stanley Securities held 450 shares of US Bancorp worth $20K as of Q4 2014.
  • Mitsubishi UFJ Morgan Stanley Securities bought 440 US Bancorp shares in Q4 2014, an estimated $18.9K.
  • US Bancorp made up 0.04% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q4 2014, its #140 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in US Bancorp in Q2 2013 and has held it in 7 quarters since.
  • Mitsubishi UFJ Morgan Stanley Securities's US Bancorp position peaked at $56K in Q4 2013.
  • 1,148 funds tracked by Wall St. Rank held US Bancorp as of Q4 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2014, filed 17 Feb 2015.