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Stanford Investment Group’s US Bancorp USB Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-1,106
Closed -$57K – 270
2016
Q4 		$57K Sell
1,106
-418
-27% -$19.9K 0.03% 134
2016
Q3 		$65K Buy
1,524
+1,145
+302% +$48.6K 0.03% 118
2016
Q2 		$15K Hold
379
– – 0.01% 273
2016
Q1 		$15K Hold
379
– – 0.01% 268
2015
Q4 		$16K Hold
379
– – 0.01% 239
2015
Q3 		$16K Hold
379
– – 0.01% 239
2015
Q2 		$16K Hold
379
– – 0.01% 254
2015
Q1 		$17K Hold
379
– – 0.01% 247
2014
Q4 		$17K Buy
+379
New +$16.3K 0.01% 251

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Stanford Investment Group's USB Position: Q1 2017 in Review

Stanford Investment Group sold out of US Bancorp (USB) in Q1 2017, closing a stake of 1,106 shares — an estimated $57K sold.

Stanford Investment Group first reported a position in USB in Q4 2014 and held it in 9 quarters. The position peaked at $65K in Q3 2016. 1,352 funds tracked by Wall St. Rank hold USB as of Q1 2017.

  • Stanford Investment Group reported no remaining US Bancorp position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 1,106 US Bancorp shares in Q1 2017, an estimated $57K.
  • Stanford Investment Group first reported a position in US Bancorp in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's US Bancorp position peaked at $65K in Q3 2016.
  • 1,352 funds tracked by Wall St. Rank held US Bancorp as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.