CPA
SCG

Clear Perspective Advisors’s Scana SCG Stock Holding History

Clear Perspective Advisors’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
2017
Q3 		– Sell
-15
Closed -$1K – 538
2017
Q2 		$1K Hold
15
– – ﹤0.01% 467
2017
Q1 		$1K Hold
15
– – ﹤0.01% 408
2016
Q4 		$1K Buy
+15
New +$1.07K ﹤0.01% 407

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspective Advisors's SCG Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Scana (SCG) in Q3 2017, closing a stake of 15 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in SCG in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2017. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 15 Scana shares in Q3 2017, an estimated $1K.
  • Clear Perspective Advisors first reported a position in Scana in Q4 2016 and held it in 3 quarters.
  • Clear Perspective Advisors's Scana position peaked at $1K in Q2 2017.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.