CAPTRUST Financial Advisors
SCG

CAPTRUST Financial Advisors’s Scana SCG Stock Holding History

CAPTRUST Financial 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
-3,078
Closed -$147K – 1952
2018
Q4 		$147K Sell
3,078
-52
-2% -$2.23K 0.01% 494
2018
Q3 		$122K Buy
3,130
+1,124
+56% +$43.1K 0.01% 542
2018
Q2 		$77K Buy
2,006
+130
+7% +$4.73K ﹤0.01% 576
2018
Q1 		$71K Buy
1,876
+276
+17% +$11.1K ﹤0.01% 522
2017
Q4 		$64K Buy
+1,600
New +$71.5K ﹤0.01% 543

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 $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

CAPTRUST Financial Advisors's SCG Position: Q1 2019 in Review

CAPTRUST Financial Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 3,078 shares — an estimated $147K sold.

CAPTRUST Financial Advisors first reported a position in SCG in Q4 2017 and held it in 5 quarters. The position peaked at $147K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • CAPTRUST Financial Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,078 Scana shares in Q1 2019, an estimated $147K.
  • CAPTRUST Financial Advisors first reported a position in Scana in Q4 2017 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Scana position peaked at $147K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

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