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Signature Wealth Management Group’s US Bancorp USB Stock Holding History

Signature Wealth Management 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
2018
Q4 		– Sell
-195
Closed -$10K – 278
2018
Q3 		$10K Hold
195
– – 0.01% 189
2018
Q2 		$10K Hold
195
– – 0.01% 188
2018
Q1 		$10K Hold
195
– – 0.01% 183
2017
Q4 		$10K Buy
+195
New +$10.5K 0.01% 187

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
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 Wealth Management Group's USB Position: Q4 2018 in Review

Signature Wealth Management Group sold out of US Bancorp (USB) in Q4 2018, closing a stake of 195 shares — an estimated $10K sold.

Signature Wealth Management Group first reported a position in USB in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 1,480 funds tracked by Wall St. Rank hold USB as of Q4 2018.

  • Signature Wealth Management Group reported no remaining US Bancorp position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 195 US Bancorp shares in Q4 2018, an estimated $10K.
  • Signature Wealth Management Group first reported a position in US Bancorp in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's US Bancorp position peaked at $10K in Q3 2018.
  • 1,480 funds tracked by Wall St. Rank held US Bancorp as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.