AF
SCG

Allworth Financial’s Scana SCG Stock Holding History

Allworth Financial’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
-661
Closed -$32K – 1067
2018
Q4 		$32K Hold
661
– – ﹤0.01% 345
2018
Q3 		$26K Hold
661
– – ﹤0.01% 389
2018
Q2 		$25K Buy
661
+345
+109% +$12.6K ﹤0.01% 376
2018
Q1 		$12K Hold
316
– – ﹤0.01% 464
2017
Q4 		$13K Hold
316
– – ﹤0.01% 447
2017
Q3 		$15K Hold
316
– – ﹤0.01% 415
2017
Q2 		$21K Hold
316
– – ﹤0.01% 373
2017
Q1 		$21K Hold
316
– – ﹤0.01% 363
2016
Q4 		$23K Hold
316
– – ﹤0.01% 305
2016
Q3 		$23K Sell
316
-14
-4% -$1.02K ﹤0.01% 309
2016
Q2 		$25K Buy
330
+16
+5% +$1.12K ﹤0.01% 281
2016
Q1 		$22K Buy
314
+3
+1% +$194 ﹤0.01% 298
2015
Q4 		$19K Buy
311
+3
+1% +$176 ﹤0.01% 312
2015
Q3 		$17K Buy
308
+3
+1% +$161 0.01% 331
2015
Q2 		$15K Buy
305
+3
+1% +$158 0.01% 343
2015
Q1 		$17K Buy
+302
New +$17.8K 0.01% 333

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

Allworth Financial's SCG Position: Q1 2019 in Review

Allworth Financial sold out of Scana (SCG) in Q1 2019, closing a stake of 661 shares — an estimated $32K sold.

Allworth Financial first reported a position in SCG in Q1 2015 and held it in 16 quarters. The position peaked at $32K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Allworth Financial reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Allworth Financial sold 661 Scana shares in Q1 2019, an estimated $32K.
  • Allworth Financial first reported a position in Scana in Q1 2015 and held it in 16 quarters.
  • Allworth Financial's Scana position peaked at $32K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Allworth Financial's 13F filing for Q1 2019, filed 7 May 2019.