IWMPD
USG

Integrated Wealth Management (Palm Desert)’s Usg USG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-17
Closed – – 1172
2016
Q3 		$0 Hold
17
– – ﹤0.01% 1353
2016
Q2 		$0 Hold
17
– – ﹤0.01% 1409
2016
Q1 		$0 Hold
17
– – ﹤0.01% 1366
2015
Q4 		$0 Hold
17
– – ﹤0.01% 1423
2015
Q3 		$0 Hold
17
– – ﹤0.01% 1423
2015
Q2 		$0 Hold
17
– – ﹤0.01% 1518
2015
Q1 		$0 Buy
+17
New +$482 ﹤0.01% 1401

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s USG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Usg (USG) in Q4 2016, closing a stake of 17 shares.

Integrated Wealth Management (Palm Desert) first reported a position in USG in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 240 funds tracked by Wall St. Rank hold USG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Usg position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 17 Usg shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Usg in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Usg position peaked at $0 in Q3 2016.
  • 240 funds tracked by Wall St. Rank held Usg as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.