EWM
USG

Elite Wealth Management’s Usg USG Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-1,500
Closed -$43K – 734
2013
Q4 		$43K Hold
1,500
– – 0.03% 182
2013
Q3 		$43K Buy
+1,500
New +$38.1K 0.04% 180

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Elite Wealth Management's USG Position: Q1 2014 in Review

Elite Wealth Management sold out of Usg (USG) in Q1 2014, closing a stake of 1,500 shares — an estimated $43K sold.

Elite Wealth Management first reported a position in USG in Q3 2013 and held it in 2 quarters. The position peaked at $43K in Q4 2013. 212 funds tracked by Wall St. Rank hold USG as of Q1 2014.

  • Elite Wealth Management reported no remaining Usg position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,500 Usg shares in Q1 2014, an estimated $43K.
  • Elite Wealth Management first reported a position in Usg in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Usg position peaked at $43K in Q4 2013.
  • 212 funds tracked by Wall St. Rank held Usg as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.