WCAMG
USB icon

Woodard & Company Asset Management Group’s US Bancorp USB Stock Holding History

Woodard & Company Asset Management Group’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
-66
Closed -$3K – 214
2018
Q3 		$3K Buy
+66
New +$3.5K ﹤0.01% 229

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Woodard & Company Asset Management Group's USB Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of US Bancorp (USB) in Q4 2018, closing a stake of 66 shares — an estimated $3K sold.

Woodard & Company Asset Management Group first reported a position in USB in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 1,480 funds tracked by Wall St. Rank hold USB as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining US Bancorp position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 66 US Bancorp shares in Q4 2018, an estimated $3K.
  • Woodard & Company Asset Management Group first reported a position in US Bancorp in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's US Bancorp position peaked at $3K in Q3 2018.
  • 1,480 funds tracked by Wall St. Rank held US Bancorp as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.