SWP
USG

Stratos Wealth Partners’s Usg USG Stock Holding History

Stratos Wealth Partners’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
-1,714
Closed -$74K – 2936
2018
Q3 		$74K Buy
+1,714
New +$74K ﹤0.01% 1277
2018
Q2 		– Sell
-1,800
Closed -$73K – 3021
2018
Q1 		$73K Sell
1,800
-4,215
-70% -$153K ﹤0.01% 1373
2017
Q4 		$232K Buy
+6,015
New +$211K 0.01% 803

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MF
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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stratos Wealth Partners's USG Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Usg (USG) in Q4 2018, closing a stake of 1,714 shares — an estimated $74K sold.

Stratos Wealth Partners first reported a position in USG in Q4 2017 and held it in 3 quarters. The position peaked at $232K in Q4 2017. 240 funds tracked by Wall St. Rank hold USG as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Usg position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,714 Usg shares in Q4 2018, an estimated $74K.
  • Stratos Wealth Partners first reported a position in Usg in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Usg position peaked at $232K in Q4 2017.
  • 240 funds tracked by Wall St. Rank held Usg as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.