Wealth Enhancement Advisory Services
SCG

Wealth Enhancement Advisory Services’s Scana SCG Stock Holding History

Wealth Enhancement Advisory Services’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
2015
Q2 		– Sell
-17,052
Closed -$938K – 125
2015
Q1 		$938K Buy
17,052
+2,226
+15% +$131K 0.36% 53
2014
Q4 		$895K Buy
+14,826
New +$821K 0.35% 46

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BFA
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Artisan Partners
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCG Position: Q2 2015 in Review

Wealth Enhancement Advisory Services sold out of Scana (SCG) in Q2 2015, closing a stake of 17,052 shares — an estimated $938K sold.

Wealth Enhancement Advisory Services first reported a position in SCG in Q4 2014 and held it in 2 quarters. The position peaked at $938K in Q1 2015. 423 funds tracked by Wall St. Rank hold SCG as of Q2 2015.

  • Wealth Enhancement Advisory Services reported no remaining Scana position as of Q2 2015 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 17,052 Scana shares in Q2 2015, an estimated $938K.
  • Wealth Enhancement Advisory Services first reported a position in Scana in Q4 2014 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Scana position peaked at $938K in Q1 2015.
  • 423 funds tracked by Wall St. Rank held Scana as of Q2 2015.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2015, filed 27 Jul 2015.