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WFG Advisors’s US Bancorp USB Stock Holding History

WFG 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
2017
Q2 		$743K Buy
14,320
+9,128
+176% +$470K 0.17% 144
2017
Q1 		$267K Buy
5,192
+311
+6% +$16.6K 0.07% 277
2016
Q4 		$251K Sell
4,881
-17
-0.3% -$808 0.06% 315
2016
Q3 		$210K Buy
4,898
+12
+0.2% +$510 0.05% 360
2016
Q2 		$197K Buy
4,886
+13
+0.3% +$541 0.05% 345
2016
Q1 		$198K Sell
4,873
-45
-0.9% -$1.8K 0.06% 306
2015
Q4 		$210K Buy
4,918
+12
+0.2% +$513 0.06% 279
2015
Q3 		$201K Sell
4,906
-3,302
-40% -$143K 0.06% 290
2015
Q2 		$356K Sell
8,208
-6,375
-44% -$279K 0.1% 222
2015
Q1 		$637K Sell
14,583
-8,931
-38% -$391K 0.18% 133
2014
Q4 		$1.06M Sell
23,514
-2,448
-9% -$105K 0.21% 102
2014
Q3 		$1.09M Buy
25,962
+268
+1% +$11.3K 0.21% 112
2014
Q2 		$1.11M Sell
25,694
-218
-0.8% -$9.1K 0.21% 111
2014
Q1 		$1.11M Sell
25,912
-21,540
-45% -$885K 0.22% 101
2013
Q4 		$1.92M Buy
47,452
+6,897
+17% +$265K 0.27% 84
2013
Q3 		$1.48M Sell
40,555
-1,299
-3% -$48.1K 0.23% 101
2013
Q2 		$1.51M Buy
+41,854
New +$1.44M 0.25% 97

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

WFG Advisors's USB Position: Q2 2017 in Review

WFG Advisors increased its US Bancorp (USB) stake by 176% in Q2 2017, buying an estimated $470K and bringing the position to 14,320 shares worth $743K. The position accounts for 0.17% of the portfolio, ranked #144.

WFG Advisors first reported a position in USB in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.92M in Q4 2013. 1,346 funds tracked by Wall St. Rank hold USB as of Q2 2017.

  • WFG Advisors held 14,320 shares of US Bancorp worth $743K as of Q2 2017.
  • WFG Advisors bought 9,128 US Bancorp shares in Q2 2017, an estimated $470K.
  • US Bancorp made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #144 holding.
  • WFG Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's US Bancorp position peaked at $1.92M in Q4 2013.
  • 1,346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.