USAA
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United Services Automobile Association’s ePlus PLUS Stock Holding History

United Services Automobile Association’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,408
Closed -$204K – 2287
2018
Q3 		$204K Sell
4,408
-17,560
-80% -$876K ﹤0.01% 2146
2018
Q2 		$1.03M Sell
21,968
-1,082
-5% -$47.2K ﹤0.01% 1350
2018
Q1 		$895K Buy
23,050
+4,420
+24% +$170K ﹤0.01% 1442
2017
Q4 		$700K Buy
18,630
+1,110
+6% +$46.8K ﹤0.01% 1317
2017
Q3 		$810K Hold
17,520
– – ﹤0.01% 1236
2017
Q2 		$649K Hold
17,520
– – ﹤0.01% 1260
2017
Q1 		$592K Buy
+17,520
New +$537K ﹤0.01% 1178
2016
Q3 		– Sell
-17,960
Closed -$367K – 1327
2016
Q2 		$367K Hold
17,960
– – ﹤0.01% 1219
2016
Q1 		$361K Hold
17,960
– – ﹤0.01% 1220
2015
Q4 		$419K Buy
+17,960
New +$404K ﹤0.01% 1242

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return