BFG
USG

Beacon Financial Group’s Usg USG Stock Holding History

Beacon Financial Group’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,056
Closed -$233K – 187
2016
Q3 		$233K Sell
9,056
-410
-4% -$11.4K 0.05% 178
2016
Q2 		$250K Buy
+9,466
New +$258K 0.05% 167

Other funds holding USG

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Financial Group's USG Position: Q4 2016 in Review

Beacon Financial Group sold out of Usg (USG) in Q4 2016, closing a stake of 9,056 shares — an estimated $233K sold.

Beacon Financial Group first reported a position in USG in Q2 2016 and held it in 2 quarters. The position peaked at $250K in Q2 2016. 240 funds tracked by Wall St. Rank hold USG as of Q4 2016.

  • Beacon Financial Group reported no remaining Usg position as of Q4 2016 after selling out during the quarter.
  • Beacon Financial Group sold 9,056 Usg shares in Q4 2016, an estimated $233K.
  • Beacon Financial Group first reported a position in Usg in Q2 2016 and held it in 2 quarters.
  • Beacon Financial Group's Usg position peaked at $250K in Q2 2016.
  • 240 funds tracked by Wall St. Rank held Usg as of Q4 2016.

Based on Beacon Financial Group's 13F filing for Q4 2016, filed 5 Jan 2017.