Pathstone Family Office
USG icon

Pathstone Family Office’s Usg USG Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-43
Closed -$2K – 970
2018
Q4 		$2K Buy
+43
New +$1.84K ﹤0.01% 498
2017
Q3 		– Sell
-1,347
Closed -$39K – 372
2017
Q2 		$39K Buy
+1,347
New +$40.2K 0.02% 215

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $863M AUM 17.57% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pathstone Family Office's USG Position: Q1 2019 in Review

Pathstone Family Office sold out of Usg (USG) in Q1 2019, closing a stake of 43 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in USG in Q2 2017 and held it in 2 quarters. The position peaked at $39K in Q2 2017. 229 funds tracked by Wall St. Rank hold USG as of Q1 2019.

  • Pathstone Family Office reported no remaining Usg position as of Q1 2019 after selling out during the quarter.
  • Pathstone Family Office sold 43 Usg shares in Q1 2019, an estimated $2K.
  • Pathstone Family Office first reported a position in Usg in Q2 2017 and held it in 2 quarters.
  • Pathstone Family Office's Usg position peaked at $39K in Q2 2017.
  • 229 funds tracked by Wall St. Rank held Usg as of Q1 2019.

Based on Pathstone Family Office's 13F filing for Q1 2019, filed 14 May 2019.