RFA
USG

Reilly Financial Advisors’s Usg USG Stock Holding History

Reilly Financial 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
2014
Q1 		– Sell
-41
Closed -$1K – 883
2013
Q4 		$1K Hold
41
– – ﹤0.01% 833
2013
Q3 		$1K Buy
+41
New +$1.04K ﹤0.01% 732

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Reilly Financial Advisors's USG Position: Q1 2014 in Review

Reilly Financial Advisors sold out of Usg (USG) in Q1 2014, closing a stake of 41 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in USG in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 212 funds tracked by Wall St. Rank hold USG as of Q1 2014.

  • Reilly Financial Advisors reported no remaining Usg position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 41 Usg shares in Q1 2014, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Usg in Q3 2013 and held it in 2 quarters.
  • Reilly Financial Advisors's Usg position peaked at $1K in Q4 2013.
  • 212 funds tracked by Wall St. Rank held Usg as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.