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Peddock Capital Advisors’s US Bancorp USB Stock Holding History

Peddock Capital Advisors’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
2018
Q3 		– Sell
-74
Closed -$4K – 267
2018
Q2 		$4K Hold
74
– – ﹤0.01% 239
2018
Q1 		$4K Hold
74
– – ﹤0.01% 234
2017
Q4 		$4K Hold
74
– – ﹤0.01% 232
2017
Q3 		$4K Sell
74
-200
-73% -$10.5K ﹤0.01% 233
2017
Q2 		$14K Sell
274
-300
-52% -$15.5K 0.01% 216
2017
Q1 		$30K Sell
574
-18
-3% -$960 0.02% 170
2016
Q4 		$30K Hold
592
– – 0.02% 159
2016
Q3 		$25K Buy
+592
New +$25.1K 0.02% 182

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peddock Capital Advisors's USB Position: Q3 2018 in Review

Peddock Capital Advisors sold out of US Bancorp (USB) in Q3 2018, closing a stake of 74 shares — an estimated $4K sold.

Peddock Capital Advisors first reported a position in USB in Q3 2016 and held it in 8 quarters. The position peaked at $30K in Q1 2017. 1,453 funds tracked by Wall St. Rank hold USB as of Q3 2018.

  • Peddock Capital Advisors reported no remaining US Bancorp position as of Q3 2018 after selling out during the quarter.
  • Peddock Capital Advisors sold 74 US Bancorp shares in Q3 2018, an estimated $4K.
  • Peddock Capital Advisors first reported a position in US Bancorp in Q3 2016 and held it in 8 quarters.
  • Peddock Capital Advisors's US Bancorp position peaked at $30K in Q1 2017.
  • 1,453 funds tracked by Wall St. Rank held US Bancorp as of Q3 2018.

Based on Peddock Capital Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.