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Wilson Kemp & Associates’s US Bancorp USB Stock Holding History

Wilson Kemp & Associates’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
2013
Q3 		– Sell
-8,100
Closed -$293K – 85
2013
Q2 		$293K Buy
+8,100
New +$278K 0.28% 74

Other funds holding USB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wilson Kemp & Associates's USB Position: Q3 2013 in Review

Wilson Kemp & Associates sold out of US Bancorp (USB) in Q3 2013, closing a stake of 8,100 shares — an estimated $293K sold.

Wilson Kemp & Associates first reported a position in USB in Q2 2013 and held it in 1 quarter. The position peaked at $293K in Q2 2013. 1,029 funds tracked by Wall St. Rank hold USB as of Q3 2013.

  • Wilson Kemp & Associates reported no remaining US Bancorp position as of Q3 2013 after selling out during the quarter.
  • Wilson Kemp & Associates sold 8,100 US Bancorp shares in Q3 2013, an estimated $293K.
  • Wilson Kemp & Associates first reported a position in US Bancorp in Q2 2013 and held it in 1 quarter.
  • Wilson Kemp & Associates's US Bancorp position peaked at $293K in Q2 2013.
  • 1,029 funds tracked by Wall St. Rank held US Bancorp as of Q3 2013.

Based on Wilson Kemp & Associates's 13F filing for Q3 2013, filed 21 Oct 2013.