CWA
SCG

Clarus Wealth Advisors’s Scana SCG Stock Holding History

Clarus 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
-476
Closed -$23K – 750
2018
Q4 		$23K Buy
476
+2
+0.4% +$86 0.04% 386
2018
Q3 		$18K Buy
474
+9
+2% +$345 0.01% 454
2018
Q2 		$17K Buy
+465
New +$16.9K 0.01% 451

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

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

Clarus Wealth Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 476 shares — an estimated $23K sold.

Clarus Wealth Advisors first reported a position in SCG in Q2 2018 and held it in 3 quarters. The position peaked at $23K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 476 Scana shares in Q1 2019, an estimated $23K.
  • Clarus Wealth Advisors first reported a position in Scana in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's Scana position peaked at $23K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.