LA
SCG

Lynch & Associates’s Scana SCG Stock Holding History

Lynch & Associates’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
2014
Q1 		– Sell
-10,637
Closed -$499K – 100
2013
Q4 		$499K Sell
10,637
-2,025
-16% -$94.7K 0.3% 68
2013
Q3 		$583K Buy
12,662
+1,200
+10% +$59.1K 0.39% 59
2013
Q2 		$563K Buy
+11,462
New +$589K 0.39% 64

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lynch & Associates's SCG Position: Q1 2014 in Review

Lynch & Associates sold out of Scana (SCG) in Q1 2014, closing a stake of 10,637 shares — an estimated $499K sold.

Lynch & Associates first reported a position in SCG in Q2 2013 and held it in 3 quarters. The position peaked at $583K in Q3 2013. 405 funds tracked by Wall St. Rank hold SCG as of Q1 2014.

  • Lynch & Associates reported no remaining Scana position as of Q1 2014 after selling out during the quarter.
  • Lynch & Associates sold 10,637 Scana shares in Q1 2014, an estimated $499K.
  • Lynch & Associates first reported a position in Scana in Q2 2013 and held it in 3 quarters.
  • Lynch & Associates's Scana position peaked at $583K in Q3 2013.
  • 405 funds tracked by Wall St. Rank held Scana as of Q1 2014.

Based on Lynch & Associates's 13F filing for Q1 2014, filed 15 Apr 2014.