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
2016
Q3 		– Sell
-1,600
Closed -$1K – 4831
2016
Q2 		$1K Buy
+1,600
New +$112K ﹤0.01% 4278

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.