WealthPLAN Partners’s Scana SCG Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-1,056	Closed	-$80	–	1110
2016 Q2	$80	Buy	+1,056	New	+$74K	﹤0.01%	2440

Other funds holding SCG

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's SCG Position: Q3 2016 in Review

WealthPLAN Partners sold out of Scana (SCG) in Q3 2016, closing a stake of 1,056 shares — an estimated $80 sold.

WealthPLAN Partners first reported a position in SCG in Q2 2016 and held it in 1 quarter. The position peaked at $80 in Q2 2016. 500 funds tracked by Wall St. Rank hold SCG as of Q3 2016.

WealthPLAN Partners reported no remaining Scana position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 1,056 Scana shares in Q3 2016, an estimated $80.
WealthPLAN Partners first reported a position in Scana in Q2 2016 and held it in 1 quarter.
WealthPLAN Partners's Scana position peaked at $80 in Q2 2016.
500 funds tracked by Wall St. Rank held Scana as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.