Altavista Wealth Management’s Scana SCG Stock Holding History

Altavista Wealth Management’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
2017 Q1	–	Sell	-2,805	Closed	-$206K	–	133
2016 Q4	$206K	Sell	2,805 -420	-13%	-$30K	0.11%	123
2016 Q3	$233K	Sell	3,225 -175	-5%	-$12.8K	0.13%	118
2016 Q2	$257K	Buy	3,400 +150	+5%	+$10.5K	0.14%	112
2016 Q1	$228K	Sell	3,250 -140	-4%	-$9.05K	0.13%	112
2015 Q4	$205K	Buy	+3,390	New	+$199K	0.12%	120
2015 Q1	–	Sell	-3,810	Closed	-$232K	–	114
2014 Q4	$232K	Buy	+3,810	New	+$211K	0.14%	105
2014 Q3	–	Sell	-3,910	Closed	-$210K	–	118
2014 Q2	$210K	Buy	+3,910	New	+$203K	0.13%	115
2013 Q4	–	Sell	-5,308	Closed	-$244K	–	122
2013 Q3	$244K	Sell	5,308 -1,431	-21%	-$70.5K	0.16%	108
2013 Q2	$331K	Buy	+6,739	New	+$347K	0.22%	87

Other funds holding SCG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Altavista Wealth Management's SCG Position: Q1 2017 in Review

Altavista Wealth Management sold out of Scana (SCG) in Q1 2017, closing a stake of 2,805 shares — an estimated $206K sold.

Altavista Wealth Management first reported a position in SCG in Q2 2013 and held it in 9 quarters. The position peaked at $331K in Q2 2013. 516 funds tracked by Wall St. Rank hold SCG as of Q1 2017.

Altavista Wealth Management reported no remaining Scana position as of Q1 2017 after selling out during the quarter.
Altavista Wealth Management sold 2,805 Scana shares in Q1 2017, an estimated $206K.
Altavista Wealth Management first reported a position in Scana in Q2 2013 and held it in 9 quarters.
Altavista Wealth Management's Scana position peaked at $331K in Q2 2013.
516 funds tracked by Wall St. Rank held Scana as of Q1 2017.

Based on Altavista Wealth Management's 13F filing for Q1 2017, filed 16 May 2017.