WA
SCG

Waverly Advisors’s Scana SCG Stock Holding History

Waverly Advisors’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
2018
Q4 		– Sell
-10,546
Closed -$410K – 203
2018
Q3 		$410K Hold
10,546
– – 0.06% 132
2018
Q2 		$406K Hold
10,546
– – 0.06% 131
2018
Q1 		$396K Sell
10,546
-70
-0.7% -$2.81K 0.06% 132
2017
Q4 		$422K Buy
10,616
+70
+0.7% +$3.13K 0.06% 159
2017
Q3 		$511K Hold
10,546
– – 0.11% 135
2017
Q2 		$707K Sell
10,546
-220
-2% -$14.8K 0.18% 109
2017
Q1 		$704K Buy
+10,766
New +$743K 0.19% 102

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Waverly Advisors's SCG Position: Q4 2018 in Review

Waverly Advisors sold out of Scana (SCG) in Q4 2018, closing a stake of 10,546 shares — an estimated $410K sold.

Waverly Advisors first reported a position in SCG in Q1 2017 and held it in 7 quarters. The position peaked at $707K in Q2 2017. 420 funds tracked by Wall St. Rank hold SCG as of Q4 2018.

  • Waverly Advisors reported no remaining Scana position as of Q4 2018 after selling out during the quarter.
  • Waverly Advisors sold 10,546 Scana shares in Q4 2018, an estimated $410K.
  • Waverly Advisors first reported a position in Scana in Q1 2017 and held it in 7 quarters.
  • Waverly Advisors's Scana position peaked at $707K in Q2 2017.
  • 420 funds tracked by Wall St. Rank held Scana as of Q4 2018.

Based on Waverly Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.