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Sound View Wealth Advisors’s US Bancorp USB Stock Holding History

Sound View Wealth 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
2019
Q1 		$291K Sell
6,047
-50
-0.8% -$2.51K 0.09% 190
2018
Q4 		$279K Buy
+6,097
New +$314K 0.1% 182

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sound View Wealth Advisors's USB Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its US Bancorp (USB) stake by 0.82% in Q1 2019, selling an estimated $2.51K and leaving 6,047 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #190.

Sound View Wealth Advisors first reported a position in USB in Q4 2018 and has held it in 2 quarters since. 1,531 funds tracked by Wall St. Rank hold USB as of Q1 2019.

  • Sound View Wealth Advisors held 6,047 shares of US Bancorp worth $291K as of Q1 2019.
  • Sound View Wealth Advisors sold 50 US Bancorp shares in Q1 2019, an estimated $2.51K.
  • US Bancorp made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #190 holding.
  • Sound View Wealth Advisors first reported a position in US Bancorp in Q4 2018 and has held it in 2 quarters since.
  • 1,531 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.