Jones Financial Companies
SCG

Jones Financial Companies’s Scana SCG Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-1,203
Closed -$55K – 609
2013
Q3 		$55K Sell
1,203
-350
-23% -$17.2K ﹤0.01% 286
2013
Q2 		$76K Buy
+1,553
New +$79.9K ﹤0.01% 280

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies's SCG Position: Q4 2013 in Review

Jones Financial Companies sold out of Scana (SCG) in Q4 2013, closing a stake of 1,203 shares — an estimated $55K sold.

Jones Financial Companies first reported a position in SCG in Q2 2013 and held it in 2 quarters. The position peaked at $76K in Q2 2013. 393 funds tracked by Wall St. Rank hold SCG as of Q4 2013.

  • Jones Financial Companies reported no remaining Scana position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,203 Scana shares in Q4 2013, an estimated $55K.
  • Jones Financial Companies first reported a position in Scana in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Scana position peaked at $76K in Q2 2013.
  • 393 funds tracked by Wall St. Rank held Scana as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.