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Pinnacle Advisory Group’s US Bancorp USB Stock Holding History

Pinnacle Advisory Group’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
Q1 		– Sell
-8,470
Closed -$387K – 175
2018
Q4 		$387K Buy
8,470
+600
+8% +$30.9K 0.03% 116
2018
Q3 		$416K Sell
7,870
-634
-7% -$33.6K 0.03% 118
2018
Q2 		$425K Buy
8,504
+2
+0% +$101 0.03% 106
2018
Q1 		$429K Buy
+8,502
New +$465K 0.03% 131
2014
Q2 		– Sell
-6,148
Closed -$263K – 141
2014
Q1 		$263K Buy
+6,148
New +$253K 0.03% 87

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Advisory Group's USB Position: Q1 2019 in Review

Pinnacle Advisory Group sold out of US Bancorp (USB) in Q1 2019, closing a stake of 8,470 shares — an estimated $387K sold.

Pinnacle Advisory Group first reported a position in USB in Q1 2014 and held it in 5 quarters. The position peaked at $429K in Q1 2018. 1,532 funds tracked by Wall St. Rank hold USB as of Q1 2019.

  • Pinnacle Advisory Group reported no remaining US Bancorp position as of Q1 2019 after selling out during the quarter.
  • Pinnacle Advisory Group sold 8,470 US Bancorp shares in Q1 2019, an estimated $387K.
  • Pinnacle Advisory Group first reported a position in US Bancorp in Q1 2014 and held it in 5 quarters.
  • Pinnacle Advisory Group's US Bancorp position peaked at $429K in Q1 2018.
  • 1,532 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on Pinnacle Advisory Group's 13F filing for Q1 2019, filed 26 Apr 2019.