APP
SCG

Avantax Planning Partners’s Scana SCG Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-226
Closed -$9K – 1431
2018
Q3 		$9K Buy
+226
New +$8.66K ﹤0.01% 926
2018
Q2 		– Sell
-241
Closed -$9K – 1802
2018
Q1 		$9K Buy
+241
New +$9.66K ﹤0.01% 1131

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Avantax Planning Partners's SCG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Scana (SCG) in Q4 2018, closing a stake of 226 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in SCG in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 420 funds tracked by Wall St. Rank hold SCG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Scana position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 226 Scana shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Scana in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Scana position peaked at $9K in Q3 2018.
  • 420 funds tracked by Wall St. Rank held Scana as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.