Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,104
Closed -$292K 158
2018
Q4
$292K Hold
6,104
0.08% 125
2018
Q3
$237K Hold
6,104
0.07% 131
2018
Q2
$235K Hold
6,104
0.08% 129
2018
Q1
$229K Hold
6,104
0.08% 128
2017
Q4
$243K Hold
6,104
0.08% 132
2017
Q3
$296K Hold
6,104
0.1% 121
2017
Q2
$409K Hold
6,104
0.14% 97
2017
Q1
$399K Hold
6,104
0.2% 71
2016
Q4
$447K Hold
6,104
0.34% 48
2016
Q3
$442K Hold
6,104
0.36% 43
2016
Q2
$462K Hold
6,104
0.39% 42
2016
Q1
$428K Hold
6,104
0.37% 42
2015
Q4
$369K Buy
+6,104
New +$358K 0.32% 51

Other funds holding SCG

Cornerstone Advisory's SCG Position: Q1 2019 in Review

Cornerstone Advisory sold out of Scana (SCG) in Q1 2019, closing a stake of 6,104 shares — an estimated $292K sold.

Cornerstone Advisory first reported a position in SCG in Q4 2015 and held it in 13 quarters. The position peaked at $462K in Q2 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Cornerstone Advisory reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Cornerstone Advisory sold 6,104 Scana shares in Q1 2019, an estimated $292K.
  • Cornerstone Advisory first reported a position in Scana in Q4 2015 and held it in 13 quarters.
  • Cornerstone Advisory's Scana position peaked at $462K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Cornerstone Advisory's 13F filing for Q1 2019, filed 8 May 2019.