IWM
SCG

IHT Wealth Management’s Scana SCG Stock Holding History

IHT Wealth Management’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
-1,099
Closed -$42K – 1602
2018
Q1 		$42K Sell
1,099
-200
-15% -$8.02K 0.01% 736
2017
Q4 		$59K Hold
1,299
– – 0.02% 650
2017
Q3 		$63K Hold
1,299
– – 0.03% 461
2017
Q2 		$32 Buy
+1,299
New +$87.2K 0.02% 646

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's SCG Position: Q2 2018 in Review

IHT Wealth Management sold out of Scana (SCG) in Q2 2018, closing a stake of 1,099 shares — an estimated $42K sold.

IHT Wealth Management first reported a position in SCG in Q2 2017 and held it in 4 quarters. The position peaked at $63K in Q3 2017. 448 funds tracked by Wall St. Rank hold SCG as of Q2 2018.

  • IHT Wealth Management reported no remaining Scana position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,099 Scana shares in Q2 2018, an estimated $42K.
  • IHT Wealth Management first reported a position in Scana in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Scana position peaked at $63K in Q3 2017.
  • 448 funds tracked by Wall St. Rank held Scana as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.