MinichMacGregor Wealth Management’s Scana SCG Stock Holding History

MinichMacGregor 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 Q4	–	Sell	-24	Closed	-$1K	–	552
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	464
2017 Q2	$1K	Buy	24 +3	+14%	+$201	﹤0.01%	459
2017 Q1	$1K	Hold	21	–	–	﹤0.01%	447
2016 Q4	$1K	Hold	21	–	–	﹤0.01%	445
2016 Q3	$1K	Hold	21	–	–	﹤0.01%	443
2016 Q2	$1K	Hold	21	–	–	﹤0.01%	426
2016 Q1	$1K	Buy	+21	New	+$1.36K	﹤0.01%	421

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

MinichMacGregor Wealth Management's SCG Position: Q4 2017 in Review

MinichMacGregor Wealth Management sold out of Scana (SCG) in Q4 2017, closing a stake of 24 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in SCG in Q1 2016 and held it in 7 quarters. The position peaked at $1K in Q3 2017. 480 funds tracked by Wall St. Rank hold SCG as of Q4 2017.

MinichMacGregor Wealth Management reported no remaining Scana position as of Q4 2017 after selling out during the quarter.
MinichMacGregor Wealth Management sold 24 Scana shares in Q4 2017, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in Scana in Q1 2016 and held it in 7 quarters.
MinichMacGregor Wealth Management's Scana position peaked at $1K in Q3 2017.
480 funds tracked by Wall St. Rank held Scana as of Q4 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2017, filed 3 Jul 2018.