LFR
SCG

Lehman Financial Resources’s Scana SCG Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-22
Closed -$1K – 418
2015
Q3 		$1K Sell
22
-978
-98% -$52.5K ﹤0.01% 441
2015
Q2 		$50K Hold
1,000
– – 0.02% 154
2015
Q1 		$55K Hold
1,000
– – 0.03% 147
2014
Q4 		$60K Hold
1,000
– – 0.03% 128
2014
Q3 		$50K Hold
1,000
– – 0.03% 148
2014
Q2 		$54K Hold
1,000
– – 0.03% 137
2014
Q1 		$51K Hold
1,000
– – 0.03% 137
2013
Q4 		$47K Sell
1,000
-300
-23% -$14K 0.03% 134
2013
Q3 		$60K Sell
1,300
-66
-5% -$3.25K 0.04% 101
2013
Q2 		$67K Buy
+1,366
New +$70.2K 0.05% 88

Other funds holding SCG

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lehman Financial Resources's SCG Position: Q4 2015 in Review

Lehman Financial Resources sold out of Scana (SCG) in Q4 2015, closing a stake of 22 shares — an estimated $1K sold.

Lehman Financial Resources first reported a position in SCG in Q2 2013 and held it in 10 quarters. The position peaked at $67K in Q2 2013. 458 funds tracked by Wall St. Rank hold SCG as of Q4 2015.

  • Lehman Financial Resources reported no remaining Scana position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 22 Scana shares in Q4 2015, an estimated $1K.
  • Lehman Financial Resources first reported a position in Scana in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Scana position peaked at $67K in Q2 2013.
  • 458 funds tracked by Wall St. Rank held Scana as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.