Creative Planning
SCG

Creative Planning’s Scana SCG Stock Holding History

Creative Planning’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
-17,731
Closed -$847K – 2142
2018
Q4 		$847K Sell
17,731
-1,124
-6% -$48.3K ﹤0.01% 732
2018
Q3 		$733K Buy
18,855
+2,331
+14% +$89.4K ﹤0.01% 893
2018
Q2 		$637K Sell
16,524
-3,030
-15% -$110K ﹤0.01% 953
2018
Q1 		$734K Sell
19,554
-4,165
-18% -$167K ﹤0.01% 892
2017
Q4 		$944K Buy
23,719
+10,513
+80% +$470K ﹤0.01% 766
2017
Q3 		$640K Buy
13,206
+3,271
+33% +$201K ﹤0.01% 929
2017
Q2 		$666K Buy
9,935
+667
+7% +$44.8K ﹤0.01% 875
2017
Q1 		$606K Sell
9,268
-96
-1% -$6.63K ﹤0.01% 893
2016
Q4 		$686K Buy
9,364
+1,335
+17% +$95.3K ﹤0.01% 785
2016
Q3 		$581K Sell
8,029
-551
-6% -$40.3K ﹤0.01% 816
2016
Q2 		$649K Sell
8,580
-51
-0.6% -$3.57K ﹤0.01% 669
2016
Q1 		$605K Buy
8,631
+127
+1% +$8.21K ﹤0.01% 681
2015
Q4 		$514K Sell
8,504
-296
-3% -$17.3K ﹤0.01% 744
2015
Q3 		$495K Buy
+8,800
New +$472K ﹤0.01% 749
2015
Q2 		– Sell
-10,403
Closed -$572K – 3581
2015
Q1 		$572K Buy
10,403
+1,063
+11% +$62.5K 0.01% 683
2014
Q4 		$564K Buy
9,340
+108
+1% +$5.98K 0.01% 650
2014
Q3 		$458K Buy
9,232
+457
+5% +$23.4K 0.01% 692
2014
Q2 		$472K Buy
8,775
+413
+5% +$21.5K 0.01% 666
2014
Q1 		$429K Buy
8,362
+2,250
+37% +$108K 0.01% 693
2013
Q4 		$287K Buy
6,112
+1,891
+45% +$88.4K ﹤0.01% 699
2013
Q3 		$194K Sell
4,221
-695
-14% -$34.2K ﹤0.01% 784
2013
Q2 		$241K Buy
+4,916
New +$253K 0.01% 618

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

Creative Planning's SCG Position: Q1 2019 in Review

Creative Planning sold out of Scana (SCG) in Q1 2019, closing a stake of 17,731 shares — an estimated $847K sold.

Creative Planning first reported a position in SCG in Q2 2013 and held it in 22 quarters. The position peaked at $944K in Q4 2017. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Creative Planning reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 17,731 Scana shares in Q1 2019, an estimated $847K.
  • Creative Planning first reported a position in Scana in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Scana position peaked at $944K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.