Financial Architects (New Jersey)’s Scana SCG Stock Holding History

Financial Architects (New Jersey)’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	-53	Closed	-$2K	–	1573
2018 Q2	$2K	Buy	+53	New	+$1.93K	﹤0.01%	1229
2017 Q3	–	Sell	-43	Closed	-$3K	–	1662
2017 Q2	$3K	Sell	43 -165	-79%	-$11.1K	﹤0.01%	1405
2017 Q1	$14K	Sell	208 -2,573	-93%	-$178K	﹤0.01%	1059
2016 Q4	$204K	Sell	2,781 -69	-2%	-$4.92K	0.05%	252
2016 Q3	$207K	Hold	2,850	–	–	0.06%	254
2016 Q2	$215K	Buy	2,850 +2,321	+439%	+$163K	0.06%	235
2016 Q1	$37K	Buy	+529	New	+$34.2K	0.01%	450
2015 Q3	–	Sell	-942	Closed	-$48K	–	1079
2015 Q2	$48K	Buy	942 +4	+0.4%	+$211	0.02%	448
2015 Q1	$52K	Buy	938 +442	+89%	+$26K	0.02%	397
2014 Q4	$30K	Hold	496	–	–	0.01%	442
2014 Q3	$25K	Hold	496	–	–	0.01%	439
2014 Q2	$27K	Buy	+496	New	+$25.8K	0.01%	436
2013 Q4	–	Sell	-496	Closed	-$22K	–	637
2013 Q3	$22K	Hold	496	–	–	0.01%	375
2013 Q2	$24K	Buy	+496	New	+$25.5K	0.02%	328

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

Financial Architects (New Jersey)'s SCG Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Scana (SCG) in Q3 2018, closing a stake of 53 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SCG in Q2 2013 and held it in 14 quarters. The position peaked at $215K in Q2 2016. 443 funds tracked by Wall St. Rank hold SCG as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Scana position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 53 Scana shares in Q3 2018, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Scana in Q2 2013 and held it in 14 quarters.
Financial Architects (New Jersey)'s Scana position peaked at $215K in Q2 2016.
443 funds tracked by Wall St. Rank held Scana as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.