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Regal Investment Advisors’s US Bancorp USB Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-51
Closed -$2K – 846
2015
Q3 		$2K Hold
51
– – ﹤0.01% 955
2015
Q2 		$2K Hold
51
– – ﹤0.01% 856
2015
Q1 		$2K Buy
51
+1
+2% +$44 ﹤0.01% 916
2014
Q4 		$2K Hold
50
– – ﹤0.01% 864
2014
Q3 		$2K Sell
50
-401
-89% -$16.9K ﹤0.01% 890
2014
Q2 		$20K Buy
451
+202
+81% +$8.43K 0.01% 552
2014
Q1 		$11K Sell
249
-264
-51% -$10.8K ﹤0.01% 629
2013
Q4 		$21K Buy
513
+264
+106% +$10.1K 0.01% 440
2013
Q3 		$9K Hold
249
– – 0.01% 623
2013
Q2 		$9K Buy
+249
New +$8.54K 0.01% 619

Other funds holding USB

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return