TSWM
SCG

Triangle Securities Wealth Management’s Scana SCG Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-2,298
Closed -$113K – 430
2013
Q2 		$113K Buy
+2,298
New +$118K 0.08% 166

Other funds holding SCG

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triangle Securities Wealth Management's SCG Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Scana (SCG) in Q3 2013, closing a stake of 2,298 shares — an estimated $113K sold.

Triangle Securities Wealth Management first reported a position in SCG in Q2 2013 and held it in 1 quarter. The position peaked at $113K in Q2 2013. 388 funds tracked by Wall St. Rank hold SCG as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Scana position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,298 Scana shares in Q3 2013, an estimated $113K.
  • Triangle Securities Wealth Management first reported a position in Scana in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Scana position peaked at $113K in Q2 2013.
  • 388 funds tracked by Wall St. Rank held Scana as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.