IFAM
SCG

Institutional & Family Asset Management’s Scana SCG Stock Holding History

Institutional & Family Asset 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
Q4 		– Sell
-2,144
Closed -$83K – 911
2018
Q3 		$83K Hold
2,144
– – 0.02% 296
2018
Q2 		$83K Buy
2,144
+244
+13% +$8.88K 0.02% 296
2018
Q1 		$71K Buy
+1,900
New +$76.1K 0.02% 290
2017
Q4 		– Sell
-12,358
Closed -$599K – 187
2017
Q3 		$599K Sell
12,358
-44,864
-78% -$2.75M 0.12% 112
2017
Q2 		$3.83M Buy
57,222
+3,938
+7% +$264K 0.94% 34
2017
Q1 		$3.48M Buy
53,284
+75
+0.1% +$5.18K 1.08% 47
2016
Q4 		$3.9M Buy
53,209
+2,038
+4% +$145K 1.23% 29
2016
Q3 		$3.7M Buy
51,171
+3,208
+7% +$234K 1.23% 22
2016
Q2 		$3.63M Sell
47,963
-309
-0.6% -$21.6K 1.26% 16
2016
Q1 		$2.92M Sell
48,272
-104
-0.2% -$6.72K 1.09% 24
2015
Q4 		$2.93M Buy
+48,376
New +$2.84M 1.09% 24

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Institutional & Family Asset Management's SCG Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Scana (SCG) in Q4 2018, closing a stake of 2,144 shares — an estimated $83K sold.

Institutional & Family Asset Management first reported a position in SCG in Q4 2015 and held it in 11 quarters. The position peaked at $3.9M in Q4 2016. 420 funds tracked by Wall St. Rank hold SCG as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Scana position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,144 Scana shares in Q4 2018, an estimated $83K.
  • Institutional & Family Asset Management first reported a position in Scana in Q4 2015 and held it in 11 quarters.
  • Institutional & Family Asset Management's Scana position peaked at $3.9M in Q4 2016.
  • 420 funds tracked by Wall St. Rank held Scana as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.