AP
SCG

Advisor Partners’s Scana SCG Stock Holding History

Advisor 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
2019
Q1 		– Sell
-8,671
Closed -$414K – 670
2018
Q4 		$414K Buy
8,671
+313
+4% +$13.4K 0.07% 322
2018
Q3 		$325K Buy
8,358
+544
+7% +$20.9K 0.04% 421
2018
Q2 		$301K Buy
7,814
+1,848
+31% +$67.3K 0.05% 414
2018
Q1 		$224K Buy
+5,966
New +$239K 0.04% 489
2017
Q3 		– Sell
-3,663
Closed -$245K – 504
2017
Q2 		$245K Buy
3,663
+277
+8% +$18.6K 0.06% 384
2017
Q1 		$221K Buy
3,386
+142
+4% +$9.8K 0.06% 395
2016
Q4 		$238K Buy
3,244
+221
+7% +$15.8K 0.07% 340
2016
Q3 		$219K Buy
3,023
+196
+7% +$14.3K 0.07% 337
2016
Q2 		$214K Buy
+2,827
New +$198K 0.07% 337

Other funds holding SCG

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Advisor Partners's SCG Position: Q1 2019 in Review

Advisor Partners sold out of Scana (SCG) in Q1 2019, closing a stake of 8,671 shares — an estimated $414K sold.

Advisor Partners first reported a position in SCG in Q2 2016 and held it in 9 quarters. The position peaked at $414K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Advisor Partners reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Advisor Partners sold 8,671 Scana shares in Q1 2019, an estimated $414K.
  • Advisor Partners first reported a position in Scana in Q2 2016 and held it in 9 quarters.
  • Advisor Partners's Scana position peaked at $414K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Advisor Partners's 13F filing for Q1 2019, filed 23 Apr 2019.