Kaizen Advisory’s Scana SCG Stock Holding History

Kaizen Advisory’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	$19K	Buy	404 +103	+34%	+$4.42K	0.01%	518
2018 Q3	$12K	Hold	301	–	–	0.01%	561
2018 Q2	$12K	Buy	301 +156	+108%	+$5.68K	0.01%	565
2018 Q1	$5K	Hold	145	–	–	﹤0.01%	568
2017 Q4	$6K	Buy	+145	New	+$6.48K	﹤0.01%	552

Other funds holding SCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kaizen Advisory's SCG Position: Q4 2018 in Review

Kaizen Advisory increased its Scana (SCG) stake by 34% in Q4 2018, buying an estimated $4.42K and bringing the position to 404 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #518.

Kaizen Advisory first reported a position in SCG in Q4 2017 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold SCG as of Q4 2018.

Kaizen Advisory held 404 shares of Scana worth $19K as of Q4 2018.
Kaizen Advisory bought 103 Scana shares in Q4 2018, an estimated $4.42K.
Scana made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #518 holding.
Kaizen Advisory first reported a position in Scana in Q4 2017 and has held it in 5 quarters since.
420 funds tracked by Wall St. Rank held Scana as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.