Gideon Capital Advisors’s Scana SCG Stock Holding History

Gideon Capital Advisors’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 Q2	–	Sell	-6,289	Closed	-$236K	–	524
2018 Q1	$236K	Buy	+6,289	New	+$252K	0.15%	291
2017 Q4	–	Sell	-6,315	Closed	-$306K	–	453
2017 Q3	$306K	Sell	6,315 -1,321	-17%	-$81K	0.3%	134
2017 Q2	$512K	Sell	7,636 -15,616	-67%	-$1.05M	0.56%	37
2017 Q1	$1.52M	Buy	23,252 +18,164	+357%	+$1.25M	0.9%	5
2016 Q4	$373K	Buy	+5,088	New	+$363K	0.24%	173
2015 Q2	–	Sell	-11,316	Closed	-$622K	–	342
2015 Q1	$622K	Buy	11,316 +6,658	+143%	+$391K	0.25%	135
2014 Q4	$281K	Buy	+4,658	New	+$258K	0.13%	173
2014 Q3	–	Sell	-10,534	Closed	-$567K	–	386
2014 Q2	$567K	Buy	+10,534	New	+$547K	0.21%	149
2014 Q1	–	Sell	-26,263	Closed	-$1.23M	–	303
2013 Q4	$1.23M	Buy	+26,263	New	+$1.23M	0.73%	47

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's SCG Position: Q2 2018 in Review

Gideon Capital Advisors sold out of Scana (SCG) in Q2 2018, closing a stake of 6,289 shares — an estimated $236K sold.

Gideon Capital Advisors first reported a position in SCG in Q4 2013 and held it in 9 quarters. The position peaked at $1.52M in Q1 2017. 448 funds tracked by Wall St. Rank hold SCG as of Q2 2018.

Gideon Capital Advisors reported no remaining Scana position as of Q2 2018 after selling out during the quarter.
Gideon Capital Advisors sold 6,289 Scana shares in Q2 2018, an estimated $236K.
Gideon Capital Advisors first reported a position in Scana in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Scana position peaked at $1.52M in Q1 2017.
448 funds tracked by Wall St. Rank held Scana as of Q2 2018.

Based on Gideon Capital Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.