BWM
SCG

Baystate Wealth Management’s Scana SCG Stock Holding History

Baystate 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
2018
Q1 		– Sell
-1,068
Closed -$46K – 743
2017
Q4 		$46K Hold
1,068
– – 0.01% 206
2017
Q3 		$52K Hold
1,068
– – 0.01% 184
2017
Q2 		$68K Hold
1,068
– – 0.01% 152
2017
Q1 		$71K Buy
1,068
+10
+0.9% +$690 0.01% 149
2016
Q4 		$78K Buy
+1,058
New +$75.5K 0.02% 122

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's SCG Position: Q1 2018 in Review

Baystate Wealth Management sold out of Scana (SCG) in Q1 2018, closing a stake of 1,068 shares — an estimated $46K sold.

Baystate Wealth Management first reported a position in SCG in Q4 2016 and held it in 5 quarters. The position peaked at $78K in Q4 2016. 461 funds tracked by Wall St. Rank hold SCG as of Q1 2018.

  • Baystate Wealth Management reported no remaining Scana position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 1,068 Scana shares in Q1 2018, an estimated $46K.
  • Baystate Wealth Management first reported a position in Scana in Q4 2016 and held it in 5 quarters.
  • Baystate Wealth Management's Scana position peaked at $78K in Q4 2016.
  • 461 funds tracked by Wall St. Rank held Scana as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.