GBBWRPM
USG

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Usg USG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-1,570
Closed -$68K – 433
2018
Q2 		$68K Hold
1,570
– – 0.02% 148
2018
Q1 		$63K Buy
+1,570
New +$57K 0.02% 154
2017
Q4 		– Sell
-100
Closed -$3K – 490
2017
Q3 		$3K Hold
100
– – ﹤0.01% 370
2017
Q2 		$2K Hold
100
– – ﹤0.01% 369
2017
Q1 		$4K Hold
100
– – ﹤0.01% 376
2016
Q4 		$3K Hold
100
– – ﹤0.01% 435
2016
Q3 		$2K Hold
100
– – ﹤0.01% 404
2016
Q2 		$2K Hold
100
– – ﹤0.01% 382
2016
Q1 		$2K Hold
100
– – ﹤0.01% 359
2015
Q4 		$2K Buy
+100
New +$2.46K ﹤0.01% 354

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's USG Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Usg (USG) in Q3 2018, closing a stake of 1,570 shares — an estimated $68K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in USG in Q4 2015 and held it in 10 quarters. The position peaked at $68K in Q2 2018. 241 funds tracked by Wall St. Rank hold USG as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Usg position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,570 Usg shares in Q3 2018, an estimated $68K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Usg in Q4 2015 and held it in 10 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Usg position peaked at $68K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Usg as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.