KIA
SCG

KCM Investment Advisors’s Scana SCG Stock Holding History

KCM Investment 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
Q1 		– Sell
-8,652
Closed -$344K – 541
2017
Q4 		$344K Sell
8,652
-3,672
-30% -$164K 0.02% 414
2017
Q3 		$598K Hold
12,324
– – 0.04% 322
2017
Q2 		$826K Hold
12,324
– – 0.05% 273
2017
Q1 		$805K Sell
12,324
-250
-2% -$17.3K 0.05% 283
2016
Q4 		$921K Hold
12,574
– – 0.06% 256
2016
Q3 		$910K Hold
12,574
– – 0.06% 259
2016
Q2 		$951K Hold
12,574
– – 0.07% 251
2016
Q1 		$882K Sell
12,574
-325
-3% -$21K 0.06% 256
2015
Q4 		$780K Buy
12,899
+225
+2% +$13.2K 0.06% 270
2015
Q3 		$713K Sell
12,674
-533
-4% -$28.6K 0.06% 286
2015
Q2 		$669K Hold
13,207
– – 0.05% 304
2015
Q1 		$726K Sell
13,207
-1,000
-7% -$58.8K 0.06% 290
2014
Q4 		$858K Sell
14,207
-250
-2% -$13.8K 0.07% 258
2014
Q3 		$717K Hold
14,457
– – 0.07% 266
2014
Q2 		$778K Hold
14,457
– – 0.07% 256
2014
Q1 		$742K Sell
14,457
-350
-2% -$16.8K 0.08% 254
2013
Q4 		$695K Buy
14,807
+2,733
+23% +$128K 0.08% 250
2013
Q3 		$556K Buy
12,074
+985
+9% +$48.5K 0.07% 267
2013
Q2 		$544K Buy
+11,089
New +$570K 0.07% 266

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

KCM Investment Advisors's SCG Position: Q1 2018 in Review

KCM Investment Advisors sold out of Scana (SCG) in Q1 2018, closing a stake of 8,652 shares — an estimated $344K sold.

KCM Investment Advisors first reported a position in SCG in Q2 2013 and held it in 19 quarters. The position peaked at $951K in Q2 2016. 461 funds tracked by Wall St. Rank hold SCG as of Q1 2018.

  • KCM Investment Advisors reported no remaining Scana position as of Q1 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 8,652 Scana shares in Q1 2018, an estimated $344K.
  • KCM Investment Advisors first reported a position in Scana in Q2 2013 and held it in 19 quarters.
  • KCM Investment Advisors's Scana position peaked at $951K in Q2 2016.
  • 461 funds tracked by Wall St. Rank held Scana as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.