Marietta Wealth Management’s Scana SCG Stock Holding History

Marietta Wealth Management’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 Q1	–	Sell	-2,934	Closed	-$215K	–	125
2016 Q4	$215K	Buy	+2,934	New	+$209K	0.17%	114

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Marietta Wealth Management's SCG Position: Q1 2017 in Review

Marietta Wealth Management sold out of Scana (SCG) in Q1 2017, closing a stake of 2,934 shares — an estimated $215K sold.

Marietta Wealth Management first reported a position in SCG in Q4 2016 and held it in 1 quarter. The position peaked at $215K in Q4 2016. 516 funds tracked by Wall St. Rank hold SCG as of Q1 2017.

Marietta Wealth Management reported no remaining Scana position as of Q1 2017 after selling out during the quarter.
Marietta Wealth Management sold 2,934 Scana shares in Q1 2017, an estimated $215K.
Marietta Wealth Management first reported a position in Scana in Q4 2016 and held it in 1 quarter.
Marietta Wealth Management's Scana position peaked at $215K in Q4 2016.
516 funds tracked by Wall St. Rank held Scana as of Q1 2017.

Based on Marietta Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.