The Family Firm’s Scana SCG Stock Holding History

The Family Firm’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
2016 Q3	–	Sell	-2,730	Closed	-$207K	–	117
2016 Q2	$207K	Buy	+2,730	New	+$191K	0.1%	103

Other funds holding SCG

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

The Family Firm's SCG Position: Q3 2016 in Review

The Family Firm sold out of Scana (SCG) in Q3 2016, closing a stake of 2,730 shares — an estimated $207K sold.

The Family Firm first reported a position in SCG in Q2 2016 and held it in 1 quarter. The position peaked at $207K in Q2 2016. 499 funds tracked by Wall St. Rank hold SCG as of Q3 2016.

The Family Firm reported no remaining Scana position as of Q3 2016 after selling out during the quarter.
The Family Firm sold 2,730 Scana shares in Q3 2016, an estimated $207K.
The Family Firm first reported a position in Scana in Q2 2016 and held it in 1 quarter.
The Family Firm's Scana position peaked at $207K in Q2 2016.
499 funds tracked by Wall St. Rank held Scana as of Q3 2016.

Based on The Family Firm's 13F filing for Q3 2016, filed 8 Nov 2016.