JGIA
SCG

Jackson Grant Investment Advisers’s Scana SCG Stock Holding History

Jackson Grant Investment Advisers’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
2016
Q3 		– Sell
-154
Closed -$12K – 175
2016
Q2 		$12K Buy
154
+1
+0.7% +$70 0.01% 152
2016
Q1 		$11K Hold
153
– – 0.01% 147
2015
Q4 		$9K Buy
+153
New +$8.97K 0.01% 170

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jackson Grant Investment Advisers's SCG Position: Q3 2016 in Review

Jackson Grant Investment Advisers sold out of Scana (SCG) in Q3 2016, closing a stake of 154 shares — an estimated $12K sold.

Jackson Grant Investment Advisers first reported a position in SCG in Q4 2015 and held it in 3 quarters. The position peaked at $12K in Q2 2016. 499 funds tracked by Wall St. Rank hold SCG as of Q3 2016.

  • Jackson Grant Investment Advisers reported no remaining Scana position as of Q3 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 154 Scana shares in Q3 2016, an estimated $12K.
  • Jackson Grant Investment Advisers first reported a position in Scana in Q4 2015 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's Scana position peaked at $12K in Q2 2016.
  • 499 funds tracked by Wall St. Rank held Scana as of Q3 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2016, filed 14 Nov 2016.