Carson Wealth (CWM LLC)
SCG

Carson Wealth (CWM LLC)’s Scana SCG Stock Holding History

Carson Wealth (CWM LLC)’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
-258
Closed -$12K – 3484
2018
Q4 		$12K Sell
258
-117
-31% -$5.03K ﹤0.01% 1289
2018
Q3 		$15K Buy
375
+117
+45% +$4.49K ﹤0.01% 1050
2018
Q2 		$10K Hold
258
– – ﹤0.01% 1019
2018
Q1 		$10K Hold
258
– – ﹤0.01% 867
2017
Q4 		$10K Hold
258
– – ﹤0.01% 900
2017
Q3 		$13K Sell
258
-13
-5% -$797 ﹤0.01% 835
2017
Q2 		$18K Buy
271
+13
+5% +$873 ﹤0.01% 659
2017
Q1 		$17K Hold
258
– – ﹤0.01% 635
2016
Q4 		$19K Sell
258
-32
-11% -$2.28K ﹤0.01% 597
2016
Q3 		$21K Hold
290
– – ﹤0.01% 549
2016
Q2 		$22K Buy
290
+258
+806% +$18.1K ﹤0.01% 463
2016
Q1 		$2K Hold
32
– – ﹤0.01% 697
2015
Q4 		$2K Hold
32
– – ﹤0.01% 619
2015
Q3 		$2K Buy
+32
New +$1.72K ﹤0.01% 595

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

Carson Wealth (CWM LLC)'s SCG Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Scana (SCG) in Q1 2019, closing a stake of 258 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in SCG in Q3 2015 and held it in 14 quarters. The position peaked at $22K in Q2 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 258 Scana shares in Q1 2019, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in Scana in Q3 2015 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Scana position peaked at $22K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.