NPIT
SCG

National Penn Investors Trust’s Scana SCG Stock Holding History

National Penn Investors Trust’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
2016
Q1 		$3.32M Buy
47,340
+1,340
+3% +$86.6K 0.39% 63
2015
Q4 		$2.78M Buy
+46,000
New +$2.7M 0.31% 79

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

National Penn Investors Trust's SCG Position: Q1 2016 in Review

National Penn Investors Trust increased its Scana (SCG) stake by 2.9% in Q1 2016, buying an estimated $86.6K and bringing the position to 47,340 shares worth $3.32M. The position accounts for 0.39% of the portfolio, ranked #63.

National Penn Investors Trust first reported a position in SCG in Q4 2015 and has held it in 2 quarters since. 495 funds tracked by Wall St. Rank hold SCG as of Q1 2016.

  • National Penn Investors Trust held 47,340 shares of Scana worth $3.32M as of Q1 2016.
  • National Penn Investors Trust bought 1,340 Scana shares in Q1 2016, an estimated $86.6K.
  • Scana made up 0.39% of National Penn Investors Trust's portfolio in Q1 2016, its #63 holding.
  • National Penn Investors Trust first reported a position in Scana in Q4 2015 and has held it in 2 quarters since.
  • 495 funds tracked by Wall St. Rank held Scana as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.