IPC
USG

Independent Portfolio Consultants’s Usg USG Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-410
Closed -$12K – 932
2016
Q4 		$12K Hold
410
– – ﹤0.01% 697
2016
Q3 		$11K Buy
+410
New +$11.4K ﹤0.01% 672

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $75.4B AUM 14.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Independent Portfolio Consultants's USG Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Usg (USG) in Q1 2017, closing a stake of 410 shares — an estimated $12K sold.

Independent Portfolio Consultants first reported a position in USG in Q3 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 245 funds tracked by Wall St. Rank hold USG as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Usg position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 410 Usg shares in Q1 2017, an estimated $12K.
  • Independent Portfolio Consultants first reported a position in Usg in Q3 2016 and held it in 2 quarters.
  • Independent Portfolio Consultants's Usg position peaked at $12K in Q4 2016.
  • 245 funds tracked by Wall St. Rank held Usg as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.