CPA
USG

Clear Perspective Advisors’s Usg USG Stock Holding History

Clear Perspective 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
-100
Closed -$3K – 535
2017
Q2 		$3K Hold
100
– – ﹤0.01% 426
2017
Q1 		$3K Hold
100
– – ﹤0.01% 375
2016
Q4 		$3K Buy
+100
New +$2.75K ﹤0.01% 369

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

Clear Perspective Advisors's USG Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Usg (USG) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in USG in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 231 funds tracked by Wall St. Rank hold USG as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Usg position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 100 Usg shares in Q3 2017, an estimated $3K.
  • Clear Perspective Advisors first reported a position in Usg in Q4 2016 and held it in 3 quarters.
  • Clear Perspective Advisors's Usg position peaked at $3K in Q2 2017.
  • 231 funds tracked by Wall St. Rank held Usg as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.