SOAMC
USB.PRN.CL

Spirit of America Management Corp’s U.S. Bancorp USB.PRN.CL Stock Holding History

Spirit of America Management Corp’s Portfolio USB.PRN.CL Stock Details USB.PRN.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,500
Closed -$175K – 288
2013
Q3 		$175K Hold
6,500
– – 0.06% 251
2013
Q2 		$178K Buy
+6,500
New +$181K 0.06% 236

Other funds holding USB.PRN.CL

FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
GJIC
Gamble Jones Investment Counsel Pasadena, California $1.33B AUM 11.55% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
FPC
Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Spirit of America Management Corp's USB.PRN.CL Position: Q4 2013 in Review

Spirit of America Management Corp sold out of U.S. Bancorp (USB.PRN.CL) in Q4 2013, closing a stake of 6,500 shares — an estimated $175K sold.

Spirit of America Management Corp first reported a position in USB.PRN.CL in Q2 2013 and held it in 2 quarters. The position peaked at $178K in Q2 2013. 11 funds tracked by Wall St. Rank hold USB.PRN.CL as of Q4 2013.

  • Spirit of America Management Corp reported no remaining U.S. Bancorp position as of Q4 2013 after selling out during the quarter.
  • Spirit of America Management Corp sold 6,500 U.S. Bancorp shares in Q4 2013, an estimated $175K.
  • Spirit of America Management Corp first reported a position in U.S. Bancorp in Q2 2013 and held it in 2 quarters.
  • Spirit of America Management Corp's U.S. Bancorp position peaked at $178K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held U.S. Bancorp as of Q4 2013.

Based on Spirit of America Management Corp's 13F filing for Q4 2013, filed 16 Jan 2014.