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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

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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 $717B AUM 35.42% 1-Year Est. Return

Regal Investment Advisors's USB Position: Q4 2015 in Review

Regal Investment Advisors sold out of US Bancorp (USB) in Q4 2015, closing a stake of 51 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in USB in Q2 2013 and held it in 10 quarters. The position peaked at $21K in Q4 2013. 1,208 funds tracked by Wall St. Rank hold USB as of Q4 2015.

  • Regal Investment Advisors reported no remaining US Bancorp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 51 US Bancorp shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in US Bancorp in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's US Bancorp position peaked at $21K in Q4 2013.
  • 1,208 funds tracked by Wall St. Rank held US Bancorp as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.