FM
SCG

Forward Management’s Scana SCG Stock Holding History

Forward 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
-6,789
Closed -$337K – 454
2014
Q3 		$337K Buy
+6,789
New +$348K 0.02% 265
2013
Q4 		– Sell
-300
Closed -$14K – 424
2013
Q3 		$14K Buy
+300
New +$14.8K ﹤0.01% 359

Other funds holding SCG

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Forward Management's SCG Position: Q4 2014 in Review

Forward Management sold out of Scana (SCG) in Q4 2014, closing a stake of 6,789 shares — an estimated $337K sold.

Forward Management first reported a position in SCG in Q3 2013 and held it in 2 quarters. The position peaked at $337K in Q3 2014. 436 funds tracked by Wall St. Rank hold SCG as of Q4 2014.

  • Forward Management reported no remaining Scana position as of Q4 2014 after selling out during the quarter.
  • Forward Management sold 6,789 Scana shares in Q4 2014, an estimated $337K.
  • Forward Management first reported a position in Scana in Q3 2013 and held it in 2 quarters.
  • Forward Management's Scana position peaked at $337K in Q3 2014.
  • 436 funds tracked by Wall St. Rank held Scana as of Q4 2014.

Based on Forward Management's 13F filing for Q4 2014, filed 10 Feb 2015.