Carson Wealth (CWM LLC)’s Usg USG Stock Holding History

Carson Wealth (CWM LLC)’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 Q4	–	Sell	-1,040	Closed	-$34K	–	1639
2017 Q3	$34K	Buy	+1,040	New	+$30K	﹤0.01%	599

Other funds holding USG

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USG Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Usg (USG) in Q4 2017, closing a stake of 1,040 shares — an estimated $34K sold.

Carson Wealth (CWM LLC) first reported a position in USG in Q3 2017 and held it in 1 quarter. The position peaked at $34K in Q3 2017. 242 funds tracked by Wall St. Rank hold USG as of Q4 2017.

Carson Wealth (CWM LLC) reported no remaining Usg position as of Q4 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,040 Usg shares in Q4 2017, an estimated $34K.
Carson Wealth (CWM LLC) first reported a position in Usg in Q3 2017 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Usg position peaked at $34K in Q3 2017.
242 funds tracked by Wall St. Rank held Usg as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.