ZIC
SCG

ZWJ Investment Counsel’s Scana SCG Stock Holding History

ZWJ Investment Counsel’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
-7,550
Closed -$506K – 312
2017
Q2 		$506K Sell
7,550
-1,977
-21% -$133K 0.04% 170
2017
Q1 		$623K Buy
9,527
+2,977
+45% +$205K 0.05% 148
2016
Q4 		$480K Hold
6,550
– – 0.05% 113
2016
Q3 		$474K Hold
6,550
– – 0.05% 110
2016
Q2 		$496K Hold
6,550
– – 0.05% 109
2016
Q1 		$459K Hold
6,550
– – 0.05% 109
2015
Q4 		$396K Buy
+6,550
New +$384K 0.04% 119

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

ZWJ Investment Counsel's SCG Position: Q3 2017 in Review

ZWJ Investment Counsel sold out of Scana (SCG) in Q3 2017, closing a stake of 7,550 shares — an estimated $506K sold.

ZWJ Investment Counsel first reported a position in SCG in Q4 2015 and held it in 7 quarters. The position peaked at $623K in Q1 2017. 474 funds tracked by Wall St. Rank hold SCG as of Q3 2017.

  • ZWJ Investment Counsel reported no remaining Scana position as of Q3 2017 after selling out during the quarter.
  • ZWJ Investment Counsel sold 7,550 Scana shares in Q3 2017, an estimated $506K.
  • ZWJ Investment Counsel first reported a position in Scana in Q4 2015 and held it in 7 quarters.
  • ZWJ Investment Counsel's Scana position peaked at $623K in Q1 2017.
  • 474 funds tracked by Wall St. Rank held Scana as of Q3 2017.

Based on ZWJ Investment Counsel's 13F filing for Q3 2017, filed 3 Nov 2017.