EWM
SCG

Evercore Wealth Management’s Scana SCG Stock Holding History

Evercore 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
2017
Q1 		– Sell
-16
Closed -$1K – 1063
2016
Q4 		$1K Buy
+16
New +$1.14K ﹤0.01% 1003
2015
Q3 		– Sell
-206
Closed -$10K – 1083
2015
Q2 		$10K Buy
+206
New +$10.9K ﹤0.01% 916

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's SCG Position: Q1 2017 in Review

Evercore Wealth Management sold out of Scana (SCG) in Q1 2017, closing a stake of 16 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in SCG in Q2 2015 and held it in 2 quarters. The position peaked at $10K in Q2 2015. 516 funds tracked by Wall St. Rank hold SCG as of Q1 2017.

  • Evercore Wealth Management reported no remaining Scana position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 16 Scana shares in Q1 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Scana in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Scana position peaked at $10K in Q2 2015.
  • 516 funds tracked by Wall St. Rank held Scana as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.