AP
SCG

Atwood & Palmer’s Scana SCG Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-400
Closed -$20K – 465
2015
Q2 		$20K Hold
400
– – ﹤0.01% 250
2015
Q1 		$22K Hold
400
– – ﹤0.01% 229
2014
Q4 		$25K Hold
400
– – ﹤0.01% 239
2014
Q3 		$20K Buy
+400
New +$20.5K ﹤0.01% 260

Other funds holding SCG

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Atwood & Palmer's SCG Position: Q3 2015 in Review

Atwood & Palmer sold out of Scana (SCG) in Q3 2015, closing a stake of 400 shares — an estimated $20K sold.

Atwood & Palmer first reported a position in SCG in Q3 2014 and held it in 4 quarters. The position peaked at $25K in Q4 2014. 420 funds tracked by Wall St. Rank hold SCG as of Q3 2015.

  • Atwood & Palmer reported no remaining Scana position as of Q3 2015 after selling out during the quarter.
  • Atwood & Palmer sold 400 Scana shares in Q3 2015, an estimated $20K.
  • Atwood & Palmer first reported a position in Scana in Q3 2014 and held it in 4 quarters.
  • Atwood & Palmer's Scana position peaked at $25K in Q4 2014.
  • 420 funds tracked by Wall St. Rank held Scana as of Q3 2015.

Based on Atwood & Palmer's 13F filing for Q3 2015, filed 12 Nov 2015.