UFA
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US Financial Advisors’s US Bancorp USB Stock Holding History

US Financial 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
2016
Q2 		– Sell
-38
Closed -$2K – 378
2016
Q1 		$2K Hold
38
– – ﹤0.01% 345
2015
Q4 		$2K Buy
+38
New +$1.62K ﹤0.01% 484

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's USB Position: Q2 2016 in Review

US Financial Advisors sold out of US Bancorp (USB) in Q2 2016, closing a stake of 38 shares — an estimated $2K sold.

US Financial Advisors first reported a position in USB in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 1,205 funds tracked by Wall St. Rank hold USB as of Q2 2016.

  • US Financial Advisors reported no remaining US Bancorp position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 38 US Bancorp shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in US Bancorp in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's US Bancorp position peaked at $2K in Q1 2016.
  • 1,205 funds tracked by Wall St. Rank held US Bancorp as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.