GGPS
SCG

Gary Goldberg Planning Services’s Scana SCG Stock Holding History

Gary Goldberg Planning Services’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 		$5K Hold
84
– – ﹤0.01% 402
2014
Q3 		$4K Hold
84
– – ﹤0.01% 435
2014
Q2 		$5K Sell
84
-1,045
-93% -$54.3K ﹤0.01% 377
2014
Q1 		$58K Buy
1,129
+75
+7% +$3.61K 0.03% 206
2013
Q4 		$49K Sell
1,054
-751
-42% -$35.1K 0.03% 204
2013
Q3 		$83K Buy
1,805
+8
+0.4% +$394 0.05% 152
2013
Q2 		$88K Buy
+1,797
New +$92.4K 0.06% 128

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

Gary Goldberg Planning Services's SCG Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Scana (SCG) position steady in Q4 2014 at 84 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Gary Goldberg Planning Services first reported a position in SCG in Q2 2013 and has held it in 7 quarters since. The position peaked at $88K in Q2 2013. 436 funds tracked by Wall St. Rank hold SCG as of Q4 2014.

  • Gary Goldberg Planning Services held 84 shares of Scana worth $5K as of Q4 2014.
  • Gary Goldberg Planning Services left its Scana share count unchanged in Q4 2014.
  • Scana made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #402 holding.
  • Gary Goldberg Planning Services first reported a position in Scana in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Scana position peaked at $88K in Q2 2013.
  • 436 funds tracked by Wall St. Rank held Scana as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.