AIS
SCG

American Investment Services’s Scana SCG Stock Holding History

American Investment Services’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
2015
Q4 		– Sell
-18,457
Closed -$1.04M – 90
2015
Q3 		$1.04M Sell
18,457
-751
-4% -$40.3K 0.58% 32
2015
Q2 		$973K Buy
19,208
+751
+4% +$39.6K 0.52% 32
2015
Q1 		$1.01M Sell
18,457
-595
-3% -$35K 0.55% 34
2014
Q4 		$1.15M Sell
19,052
-1,732
-8% -$95.9K 0.63% 31
2014
Q3 		$1.03M Hold
20,784
– – 0.57% 32
2014
Q2 		$1.12M Buy
20,784
+10,438
+101% +$542K 0.61% 32
2014
Q1 		$531K Sell
10,346
-492
-5% -$23.7K 0.31% 39
2013
Q4 		$509K Hold
10,838
– – 0.3% 40
2013
Q3 		$499K Sell
10,838
-10,727
-50% -$529K 0.31% 37
2013
Q2 		$1.06M Buy
+21,565
New +$1.11M 0.66% 31

Other funds holding SCG

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

American Investment Services's SCG Position: Q4 2015 in Review

American Investment Services sold out of Scana (SCG) in Q4 2015, closing a stake of 18,457 shares — an estimated $1.04M sold.

American Investment Services first reported a position in SCG in Q2 2013 and held it in 10 quarters. The position peaked at $1.15M in Q4 2014. 458 funds tracked by Wall St. Rank hold SCG as of Q4 2015.

  • American Investment Services reported no remaining Scana position as of Q4 2015 after selling out during the quarter.
  • American Investment Services sold 18,457 Scana shares in Q4 2015, an estimated $1.04M.
  • American Investment Services first reported a position in Scana in Q2 2013 and held it in 10 quarters.
  • American Investment Services's Scana position peaked at $1.15M in Q4 2014.
  • 458 funds tracked by Wall St. Rank held Scana as of Q4 2015.

Based on American Investment Services's 13F filing for Q4 2015, filed 10 Feb 2016.