Elite Wealth Management’s Scana SCG Stock Holding History

Elite 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	-300	Closed	-$15K	–	541
2014 Q3	$15K	Hold	300	–	–	0.01%	225
2014 Q2	$16K	Hold	300	–	–	0.02%	197
2014 Q1	$15K	Hold	300	–	–	0.01%	219
2013 Q4	$14K	Hold	300	–	–	0.01%	323
2013 Q3	$14K	Hold	300	–	–	0.01%	285
2013 Q2	$15K	Buy	+300	New	+$15.4K	0.02%	200

Other funds holding SCG

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elite Wealth Management's SCG Position: Q4 2014 in Review

Elite Wealth Management sold out of Scana (SCG) in Q4 2014, closing a stake of 300 shares — an estimated $15K sold.

Elite Wealth Management first reported a position in SCG in Q2 2013 and held it in 6 quarters. The position peaked at $16K in Q2 2014. 436 funds tracked by Wall St. Rank hold SCG as of Q4 2014.

Elite Wealth Management reported no remaining Scana position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 300 Scana shares in Q4 2014, an estimated $15K.
Elite Wealth Management first reported a position in Scana in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's Scana position peaked at $16K in Q2 2014.
436 funds tracked by Wall St. Rank held Scana as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.