JFS Wealth Advisors’s Scana SCG Stock Holding History

JFS Wealth Advisors’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 Q1	–	Sell	-616	Closed	-$37K	–	671
2015 Q4	$37K	Buy	+616	New	+$36.1K	0.01%	273

Other funds holding SCG

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 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

Goldman Sachs New York $871B AUM 31.28% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHRC

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

JFS Wealth Advisors's SCG Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Scana (SCG) in Q1 2016, closing a stake of 616 shares — an estimated $37K sold.

JFS Wealth Advisors first reported a position in SCG in Q4 2015 and held it in 1 quarter. The position peaked at $37K in Q4 2015. 495 funds tracked by Wall St. Rank hold SCG as of Q1 2016.

JFS Wealth Advisors reported no remaining Scana position as of Q1 2016 after selling out during the quarter.
JFS Wealth Advisors sold 616 Scana shares in Q1 2016, an estimated $37K.
JFS Wealth Advisors first reported a position in Scana in Q4 2015 and held it in 1 quarter.
JFS Wealth Advisors's Scana position peaked at $37K in Q4 2015.
495 funds tracked by Wall St. Rank held Scana as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.