NFG
USG

Next Financial Group’s Usg USG Stock Holding History

Next Financial Group’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
-500
Closed -$22K – 2182
2018
Q3 		$22K Buy
+500
New +$21.6K 0.01% 766
2017
Q4 		– Sell
-1,850
Closed -$61K – 1660
2017
Q3 		$61K Buy
1,850
+1,150
+164% +$33.2K 0.02% 649
2017
Q2 		$20K Sell
700
-300
-30% -$8.95K ﹤0.01% 1094
2017
Q1 		$30K Buy
1,000
+200
+25% +$6.36K 0.01% 906
2016
Q4 		$23K Sell
800
-50
-6% -$1.38K ﹤0.01% 1328
2016
Q3 		$22K Hold
850
– – ﹤0.01% 1325
2016
Q2 		$22K Hold
850
– – 0.01% 942
2016
Q1 		$21K Hold
850
– – 0.01% 921
2015
Q4 		$20K Hold
850
– – 0.01% 930
2015
Q3 		$22K Hold
850
– – 0.01% 923
2015
Q2 		$23K Hold
850
– – 0.01% 958
2015
Q1 		$22K Hold
850
– – 0.01% 966
2014
Q4 		$24K Hold
850
– – 0.01% 913
2014
Q3 		$23K Buy
850
+650
+325% +$18.5K ﹤0.01% 1339
2014
Q2 		$5K Buy
+200
New +$6.12K ﹤0.01% 946

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 $5.7T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $74.9B 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 $134B AUM 35.51% 1-Year Est. Return