GGPS
USG

Gary Goldberg Planning Services’s Usg USG Stock Holding History

Gary Goldberg Planning Services’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
2013
Q4 		– Sell
-300
Closed -$9K – 364
2013
Q3 		$9K Hold
300
– – 0.01% 299
2013
Q2 		$7K Buy
+300
New +$7.8K ﹤0.01% 318

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gary Goldberg Planning Services's USG Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Usg (USG) in Q4 2013, closing a stake of 300 shares — an estimated $9K sold.

Gary Goldberg Planning Services first reported a position in USG in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 197 funds tracked by Wall St. Rank hold USG as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Usg position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 300 Usg shares in Q4 2013, an estimated $9K.
  • Gary Goldberg Planning Services first reported a position in Usg in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's Usg position peaked at $9K in Q3 2013.
  • 197 funds tracked by Wall St. Rank held Usg as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.