OIA
USG

Optimum Investment Advisors’s Usg USG Stock Holding History

Optimum 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
2019
Q2 		– Sell
-900
Closed -$39K – 1041
2019
Q1 		$39K Sell
900
-200
-18% -$8.63K 0.01% 563
2018
Q4 		$47K Hold
1,100
– – 0.02% 486
2018
Q3 		$48K Hold
1,100
– – 0.01% 539
2018
Q2 		$47K Hold
1,100
– – 0.01% 542
2018
Q1 		$44K Buy
+1,100
New +$39.9K 0.01% 545

Other funds holding USG

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Optimum Investment Advisors's USG Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Usg (USG) in Q2 2019, closing a stake of 900 shares — an estimated $39K sold.

Optimum Investment Advisors first reported a position in USG in Q1 2018 and held it in 5 quarters. The position peaked at $48K in Q3 2018. 1 fund tracked by Wall St. Rank holds USG as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Usg position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 900 Usg shares in Q2 2019, an estimated $39K.
  • Optimum Investment Advisors first reported a position in Usg in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Usg position peaked at $48K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Usg as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.