Financial Architects (New Jersey)’s Usg USG Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-1,185	Closed	-$48K	–	1585
2018 Q1	$48K	Buy	1,185 +185	+19%	+$6.71K	0.01%	622
2017 Q4	$39K	Hold	1,000	–	–	0.01%	757
2017 Q3	$33K	Hold	1,000	–	–	0.01%	820
2017 Q2	$29K	Hold	1,000	–	–	0.01%	859
2017 Q1	$32K	Hold	1,000	–	–	0.01%	803
2016 Q4	$29K	Hold	1,000	–	–	0.01%	739
2016 Q3	$26K	Hold	1,000	–	–	0.01%	774
2016 Q2	$27K	Hold	1,000	–	–	0.01%	712
2016 Q1	$25K	Buy	+1,000	New	+$20.8K	0.01%	546
2015 Q3	–	Sell	-1,000	Closed	-$28K	–	1070
2015 Q2	$28K	Hold	1,000	–	–	0.01%	564
2015 Q1	$27K	Hold	1,000	–	–	0.01%	519
2014 Q4	$28K	Hold	1,000	–	–	0.01%	456
2014 Q3	$27K	Hold	1,000	–	–	0.01%	420
2014 Q2	$30K	Buy	+1,000	New	+$30.6K	0.01%	412
2013 Q4	–	Sell	-1,000	Closed	-$29K	–	632
2013 Q3	$29K	Hold	1,000	–	–	0.02%	325
2013 Q2	$23K	Buy	+1,000	New	+$26K	0.02%	336

Other funds holding USG

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

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

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

LCOV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Architects (New Jersey)'s USG Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Usg (USG) in Q2 2018, closing a stake of 1,185 shares — an estimated $48K sold.

Financial Architects (New Jersey) first reported a position in USG in Q2 2013 and held it in 16 quarters. The position peaked at $48K in Q1 2018. 252 funds tracked by Wall St. Rank hold USG as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Usg position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,185 Usg shares in Q2 2018, an estimated $48K.
Financial Architects (New Jersey) first reported a position in Usg in Q2 2013 and held it in 16 quarters.
Financial Architects (New Jersey)'s Usg position peaked at $48K in Q1 2018.
252 funds tracked by Wall St. Rank held Usg as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.