Howe & Rusling’s Scana SCG Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-1,200	Closed	-$56K	–	964
2013 Q4	$56K	Hold	1,200	–	–	0.01%	284
2013 Q3	$55K	Hold	1,200	–	–	0.02%	308
2013 Q2	$59K	Buy	+1,200	New	+$61.7K	0.02%	305

Other funds holding SCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howe & Rusling's SCG Position: Q1 2014 in Review

Howe & Rusling sold out of Scana (SCG) in Q1 2014, closing a stake of 1,200 shares — an estimated $56K sold.

Howe & Rusling first reported a position in SCG in Q2 2013 and held it in 3 quarters. The position peaked at $59K in Q2 2013. 405 funds tracked by Wall St. Rank hold SCG as of Q1 2014.

Howe & Rusling reported no remaining Scana position as of Q1 2014 after selling out during the quarter.
Howe & Rusling sold 1,200 Scana shares in Q1 2014, an estimated $56K.
Howe & Rusling first reported a position in Scana in Q2 2013 and held it in 3 quarters.
Howe & Rusling's Scana position peaked at $59K in Q2 2013.
405 funds tracked by Wall St. Rank held Scana as of Q1 2014.

Based on Howe & Rusling's 13F filing for Q1 2014, filed 7 May 2014.