Creative Planning’s Usg USG Stock Holding History

Creative Planning’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
2018 Q3	–	Sell	-1,000	Closed	-$3K	–	2212
2018 Q2	$3K	Buy	1,000 +200	+25%	+$8.3K	﹤0.01%	1996
2018 Q1	$4K	Buy	+800	New	+$29K	﹤0.01%	1966

Other funds holding USG

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Creative Planning's USG Position: Q2 2019 in Review

Creative Planning sold out of Usg (USG) in Q2 2019, closing a stake of 4,782 shares — an estimated $207K sold.

Creative Planning first reported a position in USG in Q2 2013 and held it in 23 quarters. The position peaked at $1.03M in Q2 2015. 1 fund tracked by Wall St. Rank holds USG as of Q2 2019.

Creative Planning reported no remaining Usg position as of Q2 2019 after selling out during the quarter.
Creative Planning sold 4,782 Usg shares in Q2 2019, an estimated $207K.
Creative Planning first reported a position in Usg in Q2 2013 and held it in 23 quarters.
Creative Planning's Usg position peaked at $1.03M in Q2 2015.
1 fund tracked by Wall St. Rank held Usg as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.