Advisory Research’s Scana SCG Stock Holding History

Advisory Research’s Portfolio SCG Stock Details SCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,391	Closed	-$71K	–	727
2014 Q1	$71K	Buy	+1,391	New	+$66.9K	﹤0.01%	476

Other funds holding SCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's SCG Position: Q2 2014 in Review

Advisory Research sold out of Scana (SCG) in Q2 2014, closing a stake of 1,391 shares — an estimated $71K sold.

Advisory Research first reported a position in SCG in Q1 2014 and held it in 1 quarter. The position peaked at $71K in Q1 2014. 410 funds tracked by Wall St. Rank hold SCG as of Q2 2014.

Advisory Research reported no remaining Scana position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,391 Scana shares in Q2 2014, an estimated $71K.
Advisory Research first reported a position in Scana in Q1 2014 and held it in 1 quarter.
Advisory Research's Scana position peaked at $71K in Q1 2014.
410 funds tracked by Wall St. Rank held Scana as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.