EAM
SCG

Edge Asset Management’s Scana SCG Stock Holding History

Edge Asset 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
Q1 		– Sell
-11,205
Closed -$526K – 301
2013
Q4 		$526K Sell
11,205
-67,523
-86% -$3.16M 0.01% 279
2013
Q3 		$3.83M Buy
78,728
+11,205
+17% +$552K 0.02% 273
2013
Q2 		$3.31M Buy
+67,523
New +$3.47M 0.04% 258

Other funds holding SCG

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 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

Edge Asset Management's SCG Position: Q1 2014 in Review

Edge Asset Management sold out of Scana (SCG) in Q1 2014, closing a stake of 11,205 shares — an estimated $526K sold.

Edge Asset Management first reported a position in SCG in Q2 2013 and held it in 3 quarters. The position peaked at $3.83M in Q3 2013. 405 funds tracked by Wall St. Rank hold SCG as of Q1 2014.

  • Edge Asset Management reported no remaining Scana position as of Q1 2014 after selling out during the quarter.
  • Edge Asset Management sold 11,205 Scana shares in Q1 2014, an estimated $526K.
  • Edge Asset Management first reported a position in Scana in Q2 2013 and held it in 3 quarters.
  • Edge Asset Management's Scana position peaked at $3.83M in Q3 2013.
  • 405 funds tracked by Wall St. Rank held Scana as of Q1 2014.

Based on Edge Asset Management's 13F filing for Q1 2014, filed 13 May 2014.