BWA
SCG

BDO Wealth Advisors’s Scana SCG Stock Holding History

BDO Wealth Advisors’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
-450
Closed -$22K – 693
2018
Q4 		$22K Hold
450
– – 0.01% 339
2018
Q3 		$18K Hold
450
– – 0.01% 396
2018
Q2 		$17K Buy
+450
New +$16.4K 0.01% 403

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 $949M AUM 24.98% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BDO Wealth Advisors's SCG Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 450 shares — an estimated $22K sold.

BDO Wealth Advisors first reported a position in SCG in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • BDO Wealth Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 450 Scana shares in Q1 2019, an estimated $22K.
  • BDO Wealth Advisors first reported a position in Scana in Q2 2018 and held it in 3 quarters.
  • BDO Wealth Advisors's Scana position peaked at $22K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.