SPIA
USG

Steward Partners Investment Advisory’s Usg USG Stock Holding History

Steward Partners Investment Advisory’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
-321
Closed -$14K – 2540
2018
Q3 		$14K Hold
321
– – ﹤0.01% 1747
2018
Q2 		$14K Buy
+321
New +$13.3K ﹤0.01% 1635
2018
Q1 		– Sell
-20
Closed – – 2392
2017
Q4 		$0 Hold
20
– – ﹤0.01% 1995
2017
Q3 		$0 Hold
20
– – ﹤0.01% 1815
2017
Q2 		$0 Hold
20
– – ﹤0.01% 1743
2017
Q1 		$0 Buy
+20
New +$636 ﹤0.01% 1606

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 $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $75B 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 $240B AUM 35.51% 1-Year Est. Return

Steward Partners Investment Advisory's USG Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Usg (USG) in Q4 2018, closing a stake of 321 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in USG in Q1 2017 and held it in 6 quarters. The position peaked at $14K in Q3 2018. 240 funds tracked by Wall St. Rank hold USG as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Usg position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 321 Usg shares in Q4 2018, an estimated $14K.
  • Steward Partners Investment Advisory first reported a position in Usg in Q1 2017 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Usg position peaked at $14K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Usg as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.