GG
SCG

Gofen & Glossberg’s Scana SCG Stock Holding History

Gofen & Glossberg’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
2017
Q3 		– Sell
-3,000
Closed -$201K – 475
2017
Q2 		$201K Buy
+3,000
New +$201K 0.01% 441
2017
Q1 		– Sell
-3,350
Closed -$245K – 483
2016
Q4 		$245K Sell
3,350
-350
-9% -$25K 0.01% 384
2016
Q3 		$268K Sell
3,700
-5
-0.1% -$365 0.01% 373
2016
Q2 		$280K Sell
3,705
-40
-1% -$2.8K 0.01% 364
2016
Q1 		$263K Buy
3,745
+45
+1% +$2.91K 0.01% 375
2015
Q4 		$224K Hold
3,700
– – 0.01% 392
2015
Q3 		$208K Buy
+3,700
New +$198K 0.01% 408
2015
Q2 		– Sell
-3,700
Closed -$203K – 467
2015
Q1 		$203K Hold
3,700
– – 0.01% 435
2014
Q4 		$223K Buy
+3,700
New +$205K 0.01% 416
2014
Q2 		– Sell
-3,700
Closed -$183K – 514
2014
Q1 		$183K Buy
+3,700
New +$178K 0.01% 424

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gofen & Glossberg's SCG Position: Q3 2017 in Review

Gofen & Glossberg sold out of Scana (SCG) in Q3 2017, closing a stake of 3,000 shares — an estimated $201K sold.

Gofen & Glossberg first reported a position in SCG in Q1 2014 and held it in 10 quarters. The position peaked at $280K in Q2 2016. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • Gofen & Glossberg reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • Gofen & Glossberg sold 3,000 Scana shares in Q3 2017, an estimated $201K.
  • Gofen & Glossberg first reported a position in Scana in Q1 2014 and held it in 10 quarters.
  • Gofen & Glossberg's Scana position peaked at $280K in Q2 2016.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on Gofen & Glossberg's 13F filing for Q3 2017, filed 16 Nov 2017.