JMPWA
SCG

JP Morgan Private Wealth Advisors’s Scana SCG Stock Holding History

JP Morgan Private 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
2018
Q2 		– Sell
-11,917
Closed -$448K – 1553
2018
Q1 		$448K Buy
11,917
+1,832
+18% +$73.4K ﹤0.01% 904
2017
Q4 		$401K Buy
+10,085
New +$451K ﹤0.01% 951
2016
Q4 		– Sell
-3,049
Closed -$221K – 1326
2016
Q3 		$221K Buy
3,049
+134
+5% +$9.79K ﹤0.01% 1109
2016
Q2 		$221K Buy
+2,915
New +$204K ﹤0.01% 1114

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

JP Morgan Private Wealth Advisors's SCG Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Scana (SCG) in Q2 2018, closing a stake of 11,917 shares — an estimated $448K sold.

JP Morgan Private Wealth Advisors first reported a position in SCG in Q2 2016 and held it in 4 quarters. The position peaked at $448K in Q1 2018. 448 funds tracked by Wall St. Rank hold SCG as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Scana position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,917 Scana shares in Q2 2018, an estimated $448K.
  • JP Morgan Private Wealth Advisors first reported a position in Scana in Q2 2016 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Scana position peaked at $448K in Q1 2018.
  • 448 funds tracked by Wall St. Rank held Scana as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.