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Wealthfront’s US Bancorp USB Stock Holding History

Wealthfront’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
2018
Q3 		$3.04M Sell
57,473
-1,650
-3% -$87.4K 0.03% 92
2018
Q2 		$2.96M Buy
59,123
+5,606
+10% +$284K 0.03% 86
2018
Q1 		$2.7M Buy
53,517
+10,682
+25% +$584K 0.03% 104
2017
Q4 		$2.29M Buy
42,835
+2,505
+6% +$135K 0.03% 106
2017
Q3 		$2.16M Buy
40,330
+1,019
+3% +$53.3K 0.03% 100
2017
Q2 		$2.04M Buy
39,311
+6,908
+21% +$356K 0.03% 97
2017
Q1 		$1.67M Buy
32,403
+3,668
+13% +$196K 0.03% 96
2016
Q4 		$1.48M Buy
28,735
+4,159
+17% +$198K 0.03% 88
2016
Q3 		$1.05M Buy
24,576
+3,762
+18% +$160K 0.03% 100
2016
Q2 		$839K Buy
20,814
+1,746
+9% +$72.7K 0.02% 113
2016
Q1 		$774K Sell
19,068
-4,053
-18% -$162K 0.02% 104
2015
Q4 		$987K Buy
23,121
+1,330
+6% +$56.8K 0.04% 86
2015
Q3 		$894K Buy
21,791
+12,274
+129% +$532K 0.04% 89
2015
Q2 		$413K Buy
9,517
+3,375
+55% +$148K 0.02% 137
2015
Q1 		$268K Buy
6,142
+1,155
+23% +$50.6K 0.01% 185
2014
Q4 		$224K Sell
4,987
-5,303
-52% -$228K 0.01% 185
2014
Q3 		$430K Buy
10,290
+1,297
+14% +$54.8K 0.03% 64
2014
Q2 		$392K Buy
8,993
+3,192
+55% +$133K 0.03% 51
2014
Q1 		$249K Buy
+5,801
New +$238K 0.03% 44

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's USB Position: Q3 2018 in Review

Wealthfront reduced its US Bancorp (USB) stake by 2.8% in Q3 2018, selling an estimated $87.4K and leaving 57,473 shares worth $3.04M. The position accounts for 0.03% of the portfolio, ranked #92.

Wealthfront first reported a position in USB in Q1 2014 and has held it in 19 quarters since. 1,454 funds tracked by Wall St. Rank hold USB as of Q3 2018.

  • Wealthfront held 57,473 shares of US Bancorp worth $3.04M as of Q3 2018.
  • Wealthfront sold 1,650 US Bancorp shares in Q3 2018, an estimated $87.4K.
  • US Bancorp made up 0.03% of Wealthfront's portfolio in Q3 2018, its #92 holding.
  • Wealthfront first reported a position in US Bancorp in Q1 2014 and has held it in 19 quarters since.
  • 1,454 funds tracked by Wall St. Rank held US Bancorp as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.