HFS
SCG

HL Financial Services’s Scana SCG Stock Holding History

HL Financial 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
2017
Q3 		– Sell
-5,632
Closed -$377K – 711
2017
Q2 		$377K Sell
5,632
-225
-4% -$15.1K 0.01% 530
2017
Q1 		$383K Sell
5,857
-305
-5% -$21.1K 0.01% 510
2016
Q4 		$451K Buy
6,162
+289
+5% +$20.6K 0.01% 477
2016
Q3 		$425K Sell
5,873
-425
-7% -$31.1K 0.01% 466
2016
Q2 		$476K Hold
6,298
– – 0.01% 433
2016
Q1 		$442K Sell
6,298
-3,622
-37% -$234K 0.01% 451
2015
Q4 		$600K Buy
9,920
+743
+8% +$43.5K 0.02% 405
2015
Q3 		$516K Buy
9,177
+1,022
+13% +$54.8K 0.01% 413
2015
Q2 		$413K Sell
8,155
-1
-0% -$53 0.01% 493
2015
Q1 		$448K Sell
8,156
-33
-0.4% -$1.94K 0.01% 483
2014
Q4 		$495K Sell
8,189
-3,901
-32% -$216K 0.01% 444
2014
Q3 		$600K Buy
12,090
+260
+2% +$13.3K 0.02% 369
2014
Q2 		$636K Buy
11,830
+4,232
+56% +$220K 0.02% 362
2014
Q1 		$390K Sell
7,598
-3,522
-32% -$169K 0.01% 451
2013
Q4 		$522K Buy
11,120
+4,839
+77% +$226K 0.02% 374
2013
Q3 		$289K Sell
6,281
-300
-5% -$14.8K 0.01% 478
2013
Q2 		$323K Buy
+6,581
New +$338K 0.01% 418

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

HL Financial Services's SCG Position: Q3 2017 in Review

HL Financial Services sold out of Scana (SCG) in Q3 2017, closing a stake of 5,632 shares — an estimated $377K sold.

HL Financial Services first reported a position in SCG in Q2 2013 and held it in 17 quarters. The position peaked at $636K in Q2 2014. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • HL Financial Services reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • HL Financial Services sold 5,632 Scana shares in Q3 2017, an estimated $377K.
  • HL Financial Services first reported a position in Scana in Q2 2013 and held it in 17 quarters.
  • HL Financial Services's Scana position peaked at $636K in Q2 2014.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on HL Financial Services's 13F filing for Q3 2017, filed 3 Nov 2017.