HIS
SCG

Horizon Investment Services’s Scana SCG Stock Holding History

Horizon Investment 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
-9,795
Closed -$656K – 120
2017
Q2 		$656K Buy
9,795
+1,012
+12% +$67.9K 0.29% 64
2017
Q1 		$574K Buy
8,783
+2,547
+41% +$176K 0.26% 69
2016
Q4 		$457K Sell
6,236
-5,673
-48% -$405K 0.22% 74
2016
Q3 		$862K Buy
11,909
+448
+4% +$32.7K 0.44% 48
2016
Q2 		$867K Sell
11,461
-9
-0.1% -$630 0.44% 50
2016
Q1 		$805K Buy
11,470
+814
+8% +$52.6K 0.37% 47
2015
Q4 		$645K Buy
10,656
+1,468
+16% +$86K 0.28% 62
2015
Q3 		$517K Buy
9,188
+113
+1% +$6.06K 0.25% 59
2015
Q2 		$460K Buy
9,075
+184
+2% +$9.71K 0.18% 74
2015
Q1 		$489K Buy
8,891
+1,547
+21% +$91K 0.2% 71
2014
Q4 		$444K Buy
7,344
+714
+11% +$39.5K 0.21% 72
2014
Q3 		$329K Buy
+6,630
New +$340K 0.17% 89

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

Horizon Investment Services's SCG Position: Q3 2017 in Review

Horizon Investment Services sold out of Scana (SCG) in Q3 2017, closing a stake of 9,795 shares — an estimated $656K sold.

Horizon Investment Services first reported a position in SCG in Q3 2014 and held it in 12 quarters. The position peaked at $867K in Q2 2016. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • Horizon Investment Services reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • Horizon Investment Services sold 9,795 Scana shares in Q3 2017, an estimated $656K.
  • Horizon Investment Services first reported a position in Scana in Q3 2014 and held it in 12 quarters.
  • Horizon Investment Services's Scana position peaked at $867K in Q2 2016.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on Horizon Investment Services's 13F filing for Q3 2017, filed 13 Nov 2017.