KT
SCG

Kanaly Trust’s Scana SCG Stock Holding History

Kanaly Trust’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
Q4 		$19K Buy
261
+19
+8% +$1.36K ﹤0.01% 438
2016
Q3 		$18K Sell
242
-28
-10% -$2.05K ﹤0.01% 440
2016
Q2 		$20K Sell
270
-229
-46% -$16K ﹤0.01% 438
2016
Q1 		$35K Sell
499
-99
-17% -$6.4K 0.01% 339
2015
Q4 		$36K Sell
598
-120
-17% -$7.03K 0.01% 320
2015
Q3 		$40K Buy
718
+388
+118% +$20.8K 0.01% 317
2015
Q2 		$17K Buy
+330
New +$17.4K ﹤0.01% 484

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Kanaly Trust's SCG Position: Q4 2016 in Review

Kanaly Trust increased its Scana (SCG) stake by 7.9% in Q4 2016, buying an estimated $1.36K and bringing the position to 261 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Kanaly Trust first reported a position in SCG in Q2 2015 and has held it in 7 quarters since. The position peaked at $40K in Q3 2015. 528 funds tracked by Wall St. Rank hold SCG as of Q4 2016.

  • Kanaly Trust held 261 shares of Scana worth $19K as of Q4 2016.
  • Kanaly Trust bought 19 Scana shares in Q4 2016, an estimated $1.36K.
  • Scana made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #438 holding.
  • Kanaly Trust first reported a position in Scana in Q2 2015 and has held it in 7 quarters since.
  • Kanaly Trust's Scana position peaked at $40K in Q3 2015.
  • 528 funds tracked by Wall St. Rank held Scana as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.