EWM
USG

Evercore Wealth Management’s Usg USG Stock Holding History

Evercore 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
2017
Q1 		– Sell
-3,550
Closed -$103K – 1061
2016
Q4 		$103K Buy
+3,550
New +$97.7K ﹤0.01% 490

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Evercore Wealth Management's USG Position: Q1 2017 in Review

Evercore Wealth Management sold out of Usg (USG) in Q1 2017, closing a stake of 3,550 shares — an estimated $103K sold.

Evercore Wealth Management first reported a position in USG in Q4 2016 and held it in 1 quarter. The position peaked at $103K in Q4 2016. 245 funds tracked by Wall St. Rank hold USG as of Q1 2017.

  • Evercore Wealth Management reported no remaining Usg position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 3,550 Usg shares in Q1 2017, an estimated $103K.
  • Evercore Wealth Management first reported a position in Usg in Q4 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Usg position peaked at $103K in Q4 2016.
  • 245 funds tracked by Wall St. Rank held Usg as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.