SBIA
USG

Sheaff Brock Investment Advisors’s Usg USG Stock Holding History

Sheaff Brock 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
Q3 		– Sell
-6,450
Closed -$278K – 570
2018
Q2 		$278K Hold
6,450
– – 0.03% 382
2018
Q1 		$261K Hold
6,450
– – 0.03% 395
2017
Q4 		$249K Hold
6,450
– – 0.03% 394
2017
Q3 		$211K Buy
+6,450
New +$186K 0.03% 472
2017
Q2 		– Sell
-6,450
Closed -$205K – 666
2017
Q1 		$205K Buy
+6,450
New +$205K 0.03% 502

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sheaff Brock Investment Advisors's USG Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of Usg (USG) in Q3 2018, closing a stake of 6,450 shares — an estimated $278K sold.

Sheaff Brock Investment Advisors first reported a position in USG in Q1 2017 and held it in 5 quarters. The position peaked at $278K in Q2 2018. 241 funds tracked by Wall St. Rank hold USG as of Q3 2018.

  • Sheaff Brock Investment Advisors reported no remaining Usg position as of Q3 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,450 Usg shares in Q3 2018, an estimated $278K.
  • Sheaff Brock Investment Advisors first reported a position in Usg in Q1 2017 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Usg position peaked at $278K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Usg as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.