CFA
USG

Camarda Financial Advisors’s Usg USG Stock Holding History

Camarda Financial Advisors’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
2017
Q3 		– Sell
-16,307
Closed -$473K – 254
2017
Q2 		$473K Sell
16,307
-1,972
-11% -$58.8K 0.51% 56
2017
Q1 		$581K Buy
+18,279
New +$582K 0.57% 59

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Camarda Financial Advisors's USG Position: Q3 2017 in Review

Camarda Financial Advisors sold out of Usg (USG) in Q3 2017, closing a stake of 16,307 shares — an estimated $473K sold.

Camarda Financial Advisors first reported a position in USG in Q1 2017 and held it in 2 quarters. The position peaked at $581K in Q1 2017. 231 funds tracked by Wall St. Rank hold USG as of Q3 2017.

  • Camarda Financial Advisors reported no remaining Usg position as of Q3 2017 after selling out during the quarter.
  • Camarda Financial Advisors sold 16,307 Usg shares in Q3 2017, an estimated $473K.
  • Camarda Financial Advisors first reported a position in Usg in Q1 2017 and held it in 2 quarters.
  • Camarda Financial Advisors's Usg position peaked at $581K in Q1 2017.
  • 231 funds tracked by Wall St. Rank held Usg as of Q3 2017.

Based on Camarda Financial Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.