SFM
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Signature Financial Management’s US Bancorp USB Stock Holding History

Signature Financial Management’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
Q4 		– Sell
-53,857
Closed -$2.84M – 162
2018
Q3 		$2.84M Hold
53,857
– – 0.5% 32
2018
Q2 		$2.69M Sell
53,857
-800
-1% -$40.6K 0.57% 30
2018
Q1 		$2.76M Buy
+54,657
New +$2.99M 0.57% 32

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Signature Financial Management's USB Position: Q4 2018 in Review

Signature Financial Management sold out of US Bancorp (USB) in Q4 2018, closing a stake of 53,857 shares — an estimated $2.84M sold.

Signature Financial Management first reported a position in USB in Q1 2018 and held it in 3 quarters. The position peaked at $2.84M in Q3 2018. 1,481 funds tracked by Wall St. Rank hold USB as of Q4 2018.

  • Signature Financial Management reported no remaining US Bancorp position as of Q4 2018 after selling out during the quarter.
  • Signature Financial Management sold 53,857 US Bancorp shares in Q4 2018, an estimated $2.84M.
  • Signature Financial Management first reported a position in US Bancorp in Q1 2018 and held it in 3 quarters.
  • Signature Financial Management's US Bancorp position peaked at $2.84M in Q3 2018.
  • 1,481 funds tracked by Wall St. Rank held US Bancorp as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.