MCIA
SCG

Mountain Capital Investment Advisors’s Scana SCG Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-35
Closed -$2K – 560
2017
Q2 		$2K Buy
+35
New +$2.35K ﹤0.01% 479

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Capital Investment Advisors's SCG Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Scana (SCG) in Q3 2017, closing a stake of 35 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in SCG in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 35 Scana shares in Q3 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Scana in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Scana position peaked at $2K in Q2 2017.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.