Ropes Wealth Advisors’s Scana SCG Stock Holding History

Ropes Wealth 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
2018 Q2	–	Sell	-540	Closed	-$20K	–	608
2018 Q1	$20K	Hold	540	–	–	0.01%	405
2017 Q4	$21K	Hold	540	–	–	0.01%	434
2017 Q3	$26K	Hold	540	–	–	0.01%	386
2017 Q2	$36K	Hold	540	–	–	0.01%	360
2017 Q1	$35K	Hold	540	–	–	0.01%	365
2016 Q4	$40K	Hold	540	–	–	0.01%	342
2016 Q3	$39K	Sell	540 -64	-11%	-$4.68K	0.01%	301
2016 Q2	$46K	Buy	604 +64	+12%	+$4.48K	0.02%	265
2016 Q1	$38K	Hold	540	–	–	0.02%	237
2015 Q4	$33K	Buy	+540	New	+$31.7K	0.01%	272

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ropes Wealth Advisors's SCG Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Scana (SCG) in Q2 2018, closing a stake of 540 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in SCG in Q4 2015 and held it in 10 quarters. The position peaked at $46K in Q2 2016. 448 funds tracked by Wall St. Rank hold SCG as of Q2 2018.

Ropes Wealth Advisors reported no remaining Scana position as of Q2 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 540 Scana shares in Q2 2018, an estimated $20K.
Ropes Wealth Advisors first reported a position in Scana in Q4 2015 and held it in 10 quarters.
Ropes Wealth Advisors's Scana position peaked at $46K in Q2 2016.
448 funds tracked by Wall St. Rank held Scana as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.