W
SCG

Wealthfront’s Scana SCG Stock Holding History

Wealthfront’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
Q3 		$1.59M Buy
40,911
+14,354
+54% +$550K 0.02% 164
2018
Q2 		$1.02M Sell
26,557
-594
-2% -$21.6K 0.01% 245
2018
Q1 		$1.02M Buy
+27,151
New +$1.09M 0.01% 252
2017
Q3 		– Sell
-5,708
Closed -$382K – 520
2017
Q2 		$382K Buy
+5,708
New +$383K 0.01% 337
2017
Q1 		– Sell
-3,766
Closed -$276K – 433
2016
Q4 		$276K Buy
3,766
+403
+12% +$28.8K 0.01% 308
2016
Q3 		$243K Buy
3,363
+404
+14% +$29.5K 0.01% 324
2016
Q2 		$224K Buy
+2,959
New +$207K 0.01% 321
2015
Q4 		– Sell
-1,797
Closed -$101K – 1241
2015
Q3 		$101K Buy
1,797
+781
+77% +$41.9K ﹤0.01% 409
2015
Q2 		$51K Buy
1,016
+246
+32% +$13K ﹤0.01% 511
2015
Q1 		$42K Buy
770
+167
+28% +$9.82K ﹤0.01% 486
2014
Q4 		$36K Buy
603
+38
+7% +$2.1K ﹤0.01% 515
2014
Q3 		$28K Buy
565
+151
+36% +$7.74K ﹤0.01% 486
2014
Q2 		$22K Buy
414
+163
+65% +$8.47K ﹤0.01% 485
2014
Q1 		$13K Buy
+251
New +$12.1K ﹤0.01% 482

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's SCG Position: Q3 2018 in Review

Wealthfront increased its Scana (SCG) stake by 54% in Q3 2018, buying an estimated $550K and bringing the position to 40,911 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #164.

Wealthfront first reported a position in SCG in Q1 2014 and has held it in 14 quarters since. 443 funds tracked by Wall St. Rank hold SCG as of Q3 2018.

  • Wealthfront held 40,911 shares of Scana worth $1.59M as of Q3 2018.
  • Wealthfront bought 14,354 Scana shares in Q3 2018, an estimated $550K.
  • Scana made up 0.02% of Wealthfront's portfolio in Q3 2018, its #164 holding.
  • Wealthfront first reported a position in Scana in Q1 2014 and has held it in 14 quarters since.
  • 443 funds tracked by Wall St. Rank held Scana as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.