PMFA
SCG

Plante Moran Financial Advisors’s Scana SCG Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-2,046
Closed -$99K – 929
2017
Q3 		$99K Hold
2,046
– – 0.06% 205
2017
Q2 		$137K Hold
2,046
– – 0.09% 163
2017
Q1 		$134K Sell
2,046
-104
-5% -$7.18K 0.08% 174
2016
Q4 		$158K Buy
2,150
+104
+5% +$7.42K 0.1% 151
2016
Q3 		$148K Hold
2,046
– – 0.1% 148
2016
Q2 		$155K Buy
2,046
+17
+0.8% +$1.19K 0.11% 139
2016
Q1 		$142K Buy
2,029
+18
+0.9% +$1.16K 0.11% 138
2015
Q4 		$122K Hold
2,011
– – 0.09% 159
2015
Q3 		$113K Hold
2,011
– – 0.09% 162
2015
Q2 		$102K Hold
2,011
– – 0.07% 189
2015
Q1 		$111K Hold
2,011
– – 0.08% 176
2014
Q4 		$121K Buy
+2,011
New +$111K 0.09% 165

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B 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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return