Polaris Wealth Advisory Group’s Scana SCG Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-2,794	Closed	-$109K	–	514
2018 Q3	$109K	Buy	+2,794	New	+$107K	0.01%	183
2018 Q2	–	Sell	-3,550	Closed	-$133K	–	459
2018 Q1	$133K	Buy	+3,550	New	+$142K	0.01%	156
2017 Q4	–	Sell	-4,243	Closed	-$206K	–	166
2017 Q3	$206K	Sell	4,243 -422	-9%	-$25.9K	0.02%	142
2017 Q2	$313K	Buy	4,665 +35	+0.8%	+$2.35K	0.04%	106
2017 Q1	$303K	Sell	4,630 -175	-4%	-$12.1K	0.03%	90
2016 Q4	$352K	Hold	4,805	–	–	0.04%	88
2016 Q3	$348K	Hold	4,805	–	–	0.04%	88
2016 Q2	$364K	Hold	4,805	–	–	0.06%	76
2016 Q1	$337K	Hold	4,805	–	–	0.05%	86
2015 Q4	$291K	Hold	4,805	–	–	0.05%	122
2015 Q3	$270K	Buy	+4,805	New	+$258K	0.06%	63
2014 Q2	–	Sell	-200	Closed	-$10K	–	161
2014 Q1	$10K	Buy	+200	New	+$9.62K	﹤0.01%	128

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Polaris Wealth Advisory Group's SCG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Scana (SCG) in Q4 2018, closing a stake of 2,794 shares — an estimated $109K sold.

Polaris Wealth Advisory Group first reported a position in SCG in Q1 2014 and held it in 12 quarters. The position peaked at $364K in Q2 2016. 420 funds tracked by Wall St. Rank hold SCG as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Scana position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,794 Scana shares in Q4 2018, an estimated $109K.
Polaris Wealth Advisory Group first reported a position in Scana in Q1 2014 and held it in 12 quarters.
Polaris Wealth Advisory Group's Scana position peaked at $364K in Q2 2016.
420 funds tracked by Wall St. Rank held Scana as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.