Torch Wealth Management’s Scana SCG Stock Holding History

Torch 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
2017 Q3	–	Sell	-3,300	Closed	-$221K	–	98
2017 Q2	$221K	Hold	3,300	–	–	0.15%	91
2017 Q1	$216K	Hold	3,300	–	–	0.14%	94
2016 Q4	$242K	Hold	3,300	–	–	0.17%	90
2016 Q3	$239K	Hold	3,300	–	–	0.17%	88
2016 Q2	$250K	Sell	3,300 -300	-8%	-$21K	0.18%	90
2016 Q1	$253K	Hold	3,600	–	–	0.19%	81
2015 Q4	$218K	Hold	3,600	–	–	0.16%	93
2015 Q3	$203K	Buy	+3,600	New	+$193K	0.16%	95
2015 Q1	–	Sell	-3,600	Closed	-$217K	–	97
2014 Q4	$217K	Buy	+3,600	New	+$199K	0.17%	85
2014 Q3	–	Sell	-3,600	Closed	-$194K	–	247
2014 Q2	$194K	Hold	3,600	–	–	0.13%	97
2014 Q1	$185K	Hold	3,600	–	–	0.13%	93
2013 Q4	$169K	Buy	+3,600	New	+$168K	0.13%	93

Other funds holding SCG

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

BlackRock New York $6.73T AUM 46.02% 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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Torch Wealth Management's SCG Position: Q3 2017 in Review

Torch Wealth Management sold out of Scana (SCG) in Q3 2017, closing a stake of 3,300 shares — an estimated $221K sold.

Torch Wealth Management first reported a position in SCG in Q4 2013 and held it in 12 quarters. The position peaked at $253K in Q1 2016. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

Torch Wealth Management reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
Torch Wealth Management sold 3,300 Scana shares in Q3 2017, an estimated $221K.
Torch Wealth Management first reported a position in Scana in Q4 2013 and held it in 12 quarters.
Torch Wealth Management's Scana position peaked at $253K in Q1 2016.
474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on Torch Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.