RIA
SCG

Regal Investment Advisors’s Scana SCG Stock Holding History

Regal 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
2013
Q4 		– Sell
-521
Closed -$24K – 997
2013
Q3 		$24K Sell
521
-8
-2% -$394 0.01% 440
2013
Q2 		$26K Buy
+529
New +$27.2K 0.01% 409

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Regal Investment Advisors's SCG Position: Q4 2013 in Review

Regal Investment Advisors sold out of Scana (SCG) in Q4 2013, closing a stake of 521 shares — an estimated $24K sold.

Regal Investment Advisors first reported a position in SCG in Q2 2013 and held it in 2 quarters. The position peaked at $26K in Q2 2013. 393 funds tracked by Wall St. Rank hold SCG as of Q4 2013.

  • Regal Investment Advisors reported no remaining Scana position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 521 Scana shares in Q4 2013, an estimated $24K.
  • Regal Investment Advisors first reported a position in Scana in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Scana position peaked at $26K in Q2 2013.
  • 393 funds tracked by Wall St. Rank held Scana as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.