Whitney & Co’s US Bancorp USB Stock Holding History

Whitney & Co’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 Q4	–	Sell	-226	Closed	-$12K	–	447
2018 Q3	$12K	Buy	+226	New	+$12K	﹤0.01%	306

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitney & Co's USB Position: Q4 2018 in Review

Whitney & Co sold out of US Bancorp (USB) in Q4 2018, closing a stake of 226 shares — an estimated $12K sold.

Whitney & Co first reported a position in USB in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 1,480 funds tracked by Wall St. Rank hold USB as of Q4 2018.

Whitney & Co reported no remaining US Bancorp position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 226 US Bancorp shares in Q4 2018, an estimated $12K.
Whitney & Co first reported a position in US Bancorp in Q3 2018 and held it in 1 quarter.
Whitney & Co's US Bancorp position peaked at $12K in Q3 2018.
1,480 funds tracked by Wall St. Rank held US Bancorp as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.