SHWM
SCG

Smith & Howard Wealth Management’s Scana SCG Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-26
Closed -$1K – 232
2013
Q4 		$1K Hold
26
– – ﹤0.01% 246
2013
Q3 		$1K Hold
26
– – ﹤0.01% 251
2013
Q2 		$1K Buy
+26
New +$1.34K ﹤0.01% 226

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
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

Smith & Howard Wealth Management's SCG Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Scana (SCG) in Q1 2014, closing a stake of 26 shares — an estimated $1K sold.

Smith & Howard Wealth Management first reported a position in SCG in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 405 funds tracked by Wall St. Rank hold SCG as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Scana position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 26 Scana shares in Q1 2014, an estimated $1K.
  • Smith & Howard Wealth Management first reported a position in Scana in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Scana position peaked at $1K in Q4 2013.
  • 405 funds tracked by Wall St. Rank held Scana as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.