MYIA
USG

Mount Yale Investment Advisors’s Usg USG Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-2,850
Closed -$122K – 927
2018
Q3 		$122K Sell
2,850
-556
-16% -$24K 0.02% 380
2018
Q2 		$147K Sell
3,406
-1,221
-26% -$50.7K 0.03% 356
2018
Q1 		$187K Buy
+4,627
New +$168K 0.04% 303

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
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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mount Yale Investment Advisors's USG Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Usg (USG) in Q4 2018, closing a stake of 2,850 shares — an estimated $122K sold.

Mount Yale Investment Advisors first reported a position in USG in Q1 2018 and held it in 3 quarters. The position peaked at $187K in Q1 2018. 240 funds tracked by Wall St. Rank hold USG as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Usg position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,850 Usg shares in Q4 2018, an estimated $122K.
  • Mount Yale Investment Advisors first reported a position in Usg in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Usg position peaked at $187K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Usg as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.