LWIC
USG

Leith Wheeler Investment Counsel’s Usg USG Stock Holding History

Leith Wheeler Investment Counsel’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
Q2 		– Sell
-103,654
Closed -$4.19M – 33
2018
Q1 		$4.19M Buy
103,654
+26,275
+34% +$953K 4.04% 5
2017
Q4 		$2.98M Buy
77,379
+3,970
+5% +$139K 5.2% 4
2017
Q3 		$2.1M Buy
73,409
+17,270
+31% +$498K 0.88% 8
2017
Q2 		$1.63M Buy
56,139
+13,960
+33% +$416K 0.73% 11
2017
Q1 		$1.34M Buy
+42,179
New +$1.34M 0.89% 7

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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 $75B AUM 11.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leith Wheeler Investment Counsel's USG Position: Q2 2018 in Review

Leith Wheeler Investment Counsel sold out of Usg (USG) in Q2 2018, closing a stake of 103,654 shares — an estimated $4.19M sold.

Leith Wheeler Investment Counsel first reported a position in USG in Q1 2017 and held it in 5 quarters. The position peaked at $4.19M in Q1 2018. 252 funds tracked by Wall St. Rank hold USG as of Q2 2018.

  • Leith Wheeler Investment Counsel reported no remaining Usg position as of Q2 2018 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 103,654 Usg shares in Q2 2018, an estimated $4.19M.
  • Leith Wheeler Investment Counsel first reported a position in Usg in Q1 2017 and held it in 5 quarters.
  • Leith Wheeler Investment Counsel's Usg position peaked at $4.19M in Q1 2018.
  • 252 funds tracked by Wall St. Rank held Usg as of Q2 2018.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2018, filed 5 Jul 2018.