Bridgeworth’s Scana SCG Stock Holding History

Bridgeworth’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 Q3	–	Sell	-728	Closed	-$28K	–	627
2018 Q2	$28K	Buy	+728	New	+$26.5K	0.01%	349
2017 Q2	–	Sell	-3,147	Closed	-$210K	–	159
2017 Q1	$210K	Buy	+3,147	New	+$217K	0.11%	138

Other funds holding SCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bridgeworth's SCG Position: Q3 2018 in Review

Bridgeworth sold out of Scana (SCG) in Q3 2018, closing a stake of 728 shares — an estimated $28K sold.

Bridgeworth first reported a position in SCG in Q1 2017 and held it in 2 quarters. The position peaked at $210K in Q1 2017. 443 funds tracked by Wall St. Rank hold SCG as of Q3 2018.

Bridgeworth reported no remaining Scana position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 728 Scana shares in Q3 2018, an estimated $28K.
Bridgeworth first reported a position in Scana in Q1 2017 and held it in 2 quarters.
Bridgeworth's Scana position peaked at $210K in Q1 2017.
443 funds tracked by Wall St. Rank held Scana as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.