KLI
SCG

Kelman-Lazarov Inc’s Scana SCG Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-440
Closed -$30.5K – 376
2016
Q3 		$30.5K Hold
440
– – 0.02% 218
2016
Q2 		$33.3K Hold
440
– – 0.02% 194
2016
Q1 		$31K Buy
+440
New +$28.4K 0.02% 216

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

Kelman-Lazarov Inc's SCG Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Scana (SCG) in Q4 2016, closing a stake of 440 shares — an estimated $30.5K sold.

Kelman-Lazarov Inc first reported a position in SCG in Q1 2016 and held it in 3 quarters. The position peaked at $33.3K in Q2 2016. 528 funds tracked by Wall St. Rank hold SCG as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Scana position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 440 Scana shares in Q4 2016, an estimated $30.5K.
  • Kelman-Lazarov Inc first reported a position in Scana in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Scana position peaked at $33.3K in Q2 2016.
  • 528 funds tracked by Wall St. Rank held Scana as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.