MWM
SCG

Mascoma Wealth Management’s Scana SCG Stock Holding History

Mascoma 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
2018
Q1 		– Sell
-179
Closed -$7K – 391
2017
Q4 		$7K Hold
179
– – ﹤0.01% 291
2017
Q3 		$9K Hold
179
– – 0.01% 288
2017
Q2 		$12K Buy
+179
New +$12K 0.01% 276

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mascoma Wealth Management's SCG Position: Q1 2018 in Review

Mascoma Wealth Management sold out of Scana (SCG) in Q1 2018, closing a stake of 179 shares — an estimated $7K sold.

Mascoma Wealth Management first reported a position in SCG in Q2 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2017. 461 funds tracked by Wall St. Rank hold SCG as of Q1 2018.

  • Mascoma Wealth Management reported no remaining Scana position as of Q1 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 179 Scana shares in Q1 2018, an estimated $7K.
  • Mascoma Wealth Management first reported a position in Scana in Q2 2017 and held it in 3 quarters.
  • Mascoma Wealth Management's Scana position peaked at $12K in Q2 2017.
  • 461 funds tracked by Wall St. Rank held Scana as of Q1 2018.

Based on Mascoma Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.