MSFP
USG

Mark Sheptoff Financial Planning’s Usg USG Stock Holding History

Mark Sheptoff Financial Planning’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
-13,575
Closed -$549K – 401
2018
Q1 		$549K Sell
13,575
-12,500
-48% -$453K 0.38% 61
2017
Q4 		$1M Buy
26,075
+12,625
+94% +$443K 0.65% 47
2017
Q3 		$439K Buy
+13,450
New +$388K 0.29% 68

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

Mark Sheptoff Financial Planning's USG Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of Usg (USG) in Q2 2018, closing a stake of 13,575 shares — an estimated $549K sold.

Mark Sheptoff Financial Planning first reported a position in USG in Q3 2017 and held it in 3 quarters. The position peaked at $1M in Q4 2017. 252 funds tracked by Wall St. Rank hold USG as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining Usg position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 13,575 Usg shares in Q2 2018, an estimated $549K.
  • Mark Sheptoff Financial Planning first reported a position in Usg in Q3 2017 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Usg position peaked at $1M in Q4 2017.
  • 252 funds tracked by Wall St. Rank held Usg as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.