WP Advisors’s US Bancorp USB Stock Holding History

WP 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
2019 Q2	–	Sell	-900	Closed	-$434	–	152
2019 Q1	$434	Buy	+900	New	+$45.1K	0.05%	127
2018 Q4	–	Sell	-886	Closed	-$47K	–	224
2018 Q3	$47K	Sell	886 -97	-10%	-$5.14K	0.04%	129
2018 Q2	$49K	Buy	+983	New	+$49.9K	0.05%	131

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WP Advisors's USB Position: Q2 2019 in Review

WP Advisors sold out of US Bancorp (USB) in Q2 2019, closing a stake of 900 shares — an estimated $434 sold.

WP Advisors first reported a position in USB in Q2 2018 and held it in 3 quarters. The position peaked at $49K in Q2 2018. 1,521 funds tracked by Wall St. Rank hold USB as of Q2 2019.

WP Advisors reported no remaining US Bancorp position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 900 US Bancorp shares in Q2 2019, an estimated $434.
WP Advisors first reported a position in US Bancorp in Q2 2018 and held it in 3 quarters.
WP Advisors's US Bancorp position peaked at $49K in Q2 2018.
1,521 funds tracked by Wall St. Rank held US Bancorp as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.