FANJ
USG

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 – 1604
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 – 1092
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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 $74.9B AUM 11.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return