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Wealthcare Advisory Partners’s Usg USG Stock Holding History

Wealthcare Advisory 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
Q1 		– Sell
-92
Closed -$4K – 1310
2017
Q4 		$4K Buy
92
+86
+1,433% +$3.02K ﹤0.01% 849
2017
Q3 		$0 Buy
+6
New +$173 ﹤0.01% 954

Other funds holding USG

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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
London Company of Virginia
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

Wealthcare Advisory Partners's USG Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Usg (USG) in Q1 2018, closing a stake of 92 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in USG in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 262 funds tracked by Wall St. Rank hold USG as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Usg position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 92 Usg shares in Q1 2018, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in Usg in Q3 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Usg position peaked at $4K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Usg as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.