Smith Salley Wealth Management’s Scana SCG Stock Holding History

Smith Salley 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
2015 Q2	–	Sell	-3,659	Closed	-$202K	–	169
2015 Q1	$202K	Sell	3,659 -1,340	-27%	-$78.8K	0.05%	159
2014 Q4	$302K	Sell	4,999 -462	-8%	-$25.6K	0.08%	140
2014 Q3	$271K	Sell	5,461 -1,653	-23%	-$84.7K	0.07%	150
2014 Q2	$383K	Buy	+7,114	New	+$370K	0.1%	139

Other funds holding SCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Smith Salley Wealth Management's SCG Position: Q2 2015 in Review

Smith Salley Wealth Management sold out of Scana (SCG) in Q2 2015, closing a stake of 3,659 shares — an estimated $202K sold.

Smith Salley Wealth Management first reported a position in SCG in Q2 2014 and held it in 4 quarters. The position peaked at $383K in Q2 2014. 423 funds tracked by Wall St. Rank hold SCG as of Q2 2015.

Smith Salley Wealth Management reported no remaining Scana position as of Q2 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 3,659 Scana shares in Q2 2015, an estimated $202K.
Smith Salley Wealth Management first reported a position in Scana in Q2 2014 and held it in 4 quarters.
Smith Salley Wealth Management's Scana position peaked at $383K in Q2 2014.
423 funds tracked by Wall St. Rank held Scana as of Q2 2015.

Based on Smith Salley Wealth Management's 13F filing for Q2 2015, filed 11 Aug 2015.