IA
USG

IFP Advisors’s Usg USG Stock Holding History

IFP Advisors’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
2019
Q1 		$97K Sell
2,225
-3,427
-61% -$148K 0.01% 700
2018
Q4 		$241K Buy
5,652
+116
+2% +$4.96K 0.01% 795
2018
Q3 		$240K Buy
5,536
+986
+22% +$42.6K 0.01% 983
2018
Q2 		$196K Buy
4,550
+1,090
+32% +$45.3K 0.01% 1079
2018
Q1 		$133K Hold
3,460
– – 0.01% 1214
2017
Q4 		$133K Sell
3,460
-942
-21% -$33.1K 0.01% 1223
2017
Q3 		$144K Sell
4,402
-778
-15% -$22.4K 0.01% 1346
2017
Q2 		$150K Sell
5,180
-509
-9% -$15.2K 0.01% 1293
2017
Q1 		$181K Sell
5,689
-1,518
-21% -$48.3K 0.01% 1170
2016
Q4 		$208K Sell
7,207
-4,648
-39% -$128K 0.01% 1035
2016
Q3 		$306K Buy
11,855
+3,120
+36% +$86.6K 0.02% 804
2016
Q2 		$235K Buy
8,735
+6,510
+293% +$178K 0.01% 895
2016
Q1 		$97K Sell
2,225
-3,703
-62% -$77K 0.01% 698
2015
Q4 		$144K Buy
+5,928
New +$146K 0.01% 995

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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return