WG
SCG

Welch Group’s Scana SCG Stock Holding History

Welch Group’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
-4,735
Closed -$317K – 156
2017
Q2 		$317K Buy
4,735
+1,000
+27% +$67.1K 0.05% 96
2017
Q1 		$244K Sell
3,735
-4,923
-57% -$340K 0.05% 77
2016
Q4 		$634K Hold
8,658
– – 0.12% 54
2016
Q3 		$627K Sell
8,658
-2,003
-19% -$146K 0.12% 57
2016
Q2 		$807K Hold
10,661
– – 0.16% 44
2016
Q1 		$748K Hold
10,661
– – 0.12% 53
2015
Q4 		$645K Sell
10,661
-167
-2% -$9.79K 0.12% 58
2015
Q3 		$609K Hold
10,828
– – 0.12% 57
2015
Q2 		$548K Hold
10,828
– – 0.1% 61
2015
Q1 		$595 Sell
10,828
-3,108
-22% -$183K 0.11% 60
2014
Q4 		$842K Buy
13,936
+2,632
+23% +$146K 0.16% 52
2014
Q3 		$561K Hold
11,304
– – 0.12% 58
2014
Q2 		$608K Buy
11,304
+300
+3% +$15.6K 0.13% 58
2014
Q1 		$565K Hold
11,004
– – 0.13% 54
2013
Q4 		$516K Hold
11,004
– – 0.12% 60
2013
Q3 		$507K Hold
11,004
– – 0.12% 56
2013
Q2 		$540K Buy
+11,004
New +$566K 0.14% 55

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

Welch Group's SCG Position: Q3 2017 in Review

Welch Group sold out of Scana (SCG) in Q3 2017, closing a stake of 4,735 shares — an estimated $317K sold.

Welch Group first reported a position in SCG in Q2 2013 and held it in 17 quarters. The position peaked at $842K in Q4 2014. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • Welch Group reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • Welch Group sold 4,735 Scana shares in Q3 2017, an estimated $317K.
  • Welch Group first reported a position in Scana in Q2 2013 and held it in 17 quarters.
  • Welch Group's Scana position peaked at $842K in Q4 2014.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on Welch Group's 13F filing for Q3 2017, filed 7 Nov 2017.