V
SCG

Veritable’s Scana SCG Stock Holding History

Veritable’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
-4,105
Closed -$275K – 795
2017
Q2 		$275K Sell
4,105
-494
-11% -$33.2K 0.01% 650
2017
Q1 		$301K Sell
4,599
-96
-2% -$6.63K 0.01% 604
2016
Q4 		$344K Buy
4,695
+507
+12% +$36.2K 0.01% 563
2016
Q3 		$303K Buy
4,188
+281
+7% +$20.5K 0.01% 578
2016
Q2 		$296K Buy
3,907
+283
+8% +$19.8K 0.01% 573
2016
Q1 		$254K Buy
3,624
+104
+3% +$6.72K 0.01% 606
2015
Q4 		$213K Buy
+3,520
New +$206K 0.01% 672
2013
Q4 		– Sell
-4,357
Closed -$201K – 1029
2013
Q3 		$201K Hold
4,357
– – ﹤0.01% 859
2013
Q2 		$214K Buy
+4,357
New +$224K 0.01% 847

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritable's SCG Position: Q3 2017 in Review

Veritable sold out of Scana (SCG) in Q3 2017, closing a stake of 4,105 shares — an estimated $275K sold.

Veritable first reported a position in SCG in Q2 2013 and held it in 9 quarters. The position peaked at $344K in Q4 2016. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • Veritable reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • Veritable sold 4,105 Scana shares in Q3 2017, an estimated $275K.
  • Veritable first reported a position in Scana in Q2 2013 and held it in 9 quarters.
  • Veritable's Scana position peaked at $344K in Q4 2016.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on Veritable's 13F filing for Q3 2017, filed 14 Nov 2017.