STA
USG

Summit Trail Advisors’s Usg USG Stock Holding History

Summit Trail 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
Q1 		– Sell
-8
Closed – – 2028
2017
Q4 		$0 Buy
+8
New +$281 ﹤0.01% 2163

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Summit Trail Advisors's USG Position: Q1 2018 in Review

Summit Trail Advisors sold out of Usg (USG) in Q1 2018, closing a stake of 8 shares.

Summit Trail Advisors first reported a position in USG in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 262 funds tracked by Wall St. Rank hold USG as of Q1 2018.

  • Summit Trail Advisors reported no remaining Usg position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 8 Usg shares in Q1 2018.
  • Summit Trail Advisors first reported a position in Usg in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Usg position peaked at $0 in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Usg as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.