BRWM
SCG

B. Riley Wealth Management’s Scana SCG Stock Holding History

B. Riley 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
2014
Q4 		– Sell
-21
Closed -$1K – 1134
2014
Q3 		$1K Hold
21
– – ﹤0.01% 1055
2014
Q2 		$1K Hold
21
– – ﹤0.01% 1093
2014
Q1 		$1K Buy
+21
New +$1.01K ﹤0.01% 1065

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Management's SCG Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Scana (SCG) in Q4 2014, closing a stake of 21 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in SCG in Q1 2014 and held it in 3 quarters. The position peaked at $1K in Q3 2014. 436 funds tracked by Wall St. Rank hold SCG as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Scana position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 21 Scana shares in Q4 2014, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Scana in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Scana position peaked at $1K in Q3 2014.
  • 436 funds tracked by Wall St. Rank held Scana as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.