Lee Financial’s Scana SCG Stock Holding History

Lee Financial’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
2017 Q4	–	Sell	-150	Closed	-$7K	–	521
2017 Q3	$7K	Hold	150	–	–	﹤0.01%	397
2017 Q2	$10K	Hold	150	–	–	﹤0.01%	330
2017 Q1	$10K	Hold	150	–	–	﹤0.01%	283
2016 Q4	$11K	Buy	+150	New	+$10.7K	0.01%	278

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's SCG Position: Q4 2017 in Review

Lee Financial sold out of Scana (SCG) in Q4 2017, closing a stake of 150 shares — an estimated $7K sold.

Lee Financial first reported a position in SCG in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q4 2016. 480 funds tracked by Wall St. Rank hold SCG as of Q4 2017.

Lee Financial reported no remaining Scana position as of Q4 2017 after selling out during the quarter.
Lee Financial sold 150 Scana shares in Q4 2017, an estimated $7K.
Lee Financial first reported a position in Scana in Q4 2016 and held it in 4 quarters.
Lee Financial's Scana position peaked at $11K in Q4 2016.
480 funds tracked by Wall St. Rank held Scana as of Q4 2017.

Based on Lee Financial's 13F filing for Q4 2017, filed 9 Feb 2018.