WA
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Wealth Architects’s US Bancorp USB Stock Holding History

Wealth Architects’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
-4,665
Closed -$240K – 128
2016
Q4 		$240K Hold
4,665
– – 0.11% 100
2016
Q3 		$200K Buy
+4,665
New +$198K 0.09% 108
2016
Q2 		– Sell
-4,965
Closed -$202K – 117
2016
Q1 		$202K Buy
4,965
+13
+0.3% +$519 0.1% 108
2015
Q4 		$211K Hold
4,952
– – 0.1% 112
2015
Q3 		$203K Sell
4,952
-615
-11% -$26.6K 0.11% 109
2015
Q2 		$242K Buy
+5,567
New +$243K 0.13% 103

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return