UFF
SCG

USA Financial Formulas’s Scana SCG Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-36,972
Closed -$2.68M – 380
2016
Q3 		$2.68M Sell
36,972
-3,973
-10% -$290K 0.69% 50
2016
Q2 		$3.1M Sell
40,945
-49,191
-55% -$3.45M 0.85% 30
2016
Q1 		$6.32M Buy
+90,136
New +$5.83M 2.01% 21
2015
Q1 		– Sell
-7,021
Closed -$424K – 255
2014
Q4 		$424K Buy
+7,021
New +$389K 0.15% 137

Other funds holding SCG

Vanguard Group
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
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
AQR Capital Management
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USA Financial Formulas's SCG Position: Q4 2016 in Review

USA Financial Formulas sold out of Scana (SCG) in Q4 2016, closing a stake of 36,972 shares — an estimated $2.68M sold.

USA Financial Formulas first reported a position in SCG in Q4 2014 and held it in 4 quarters. The position peaked at $6.32M in Q1 2016. 528 funds tracked by Wall St. Rank hold SCG as of Q4 2016.

  • USA Financial Formulas reported no remaining Scana position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 36,972 Scana shares in Q4 2016, an estimated $2.68M.
  • USA Financial Formulas first reported a position in Scana in Q4 2014 and held it in 4 quarters.
  • USA Financial Formulas's Scana position peaked at $6.32M in Q1 2016.
  • 528 funds tracked by Wall St. Rank held Scana as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.