FIM
SCG

Freedom Investment Management’s Scana SCG Stock Holding History

Freedom Investment 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
2016
Q4 		– Sell
-8,965
Closed -$649K – 1087
2016
Q3 		$649K Buy
8,965
+1,363
+18% +$99.6K 0.04% 378
2016
Q2 		$575K Sell
7,602
-102
-1% -$7.15K 0.04% 376
2016
Q1 		$540K Buy
7,704
+1,461
+23% +$94.5K 0.04% 375
2015
Q4 		$378K Buy
+6,243
New +$366K 0.03% 483

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

Freedom Investment Management's SCG Position: Q4 2016 in Review

Freedom Investment Management sold out of Scana (SCG) in Q4 2016, closing a stake of 8,965 shares — an estimated $649K sold.

Freedom Investment Management first reported a position in SCG in Q4 2015 and held it in 4 quarters. The position peaked at $649K in Q3 2016. 528 funds tracked by Wall St. Rank hold SCG as of Q4 2016.

  • Freedom Investment Management reported no remaining Scana position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 8,965 Scana shares in Q4 2016, an estimated $649K.
  • Freedom Investment Management first reported a position in Scana in Q4 2015 and held it in 4 quarters.
  • Freedom Investment Management's Scana position peaked at $649K in Q3 2016.
  • 528 funds tracked by Wall St. Rank held Scana as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.