DWM
SCG

Doyle Wealth Management’s Scana SCG Stock Holding History

Doyle Wealth Management’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
-78
Closed -$4K – 860
2018
Q4 		$4K Buy
+78
New +$3.35K ﹤0.01% 757

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

Doyle Wealth Management's SCG Position: Q1 2019 in Review

Doyle Wealth Management sold out of Scana (SCG) in Q1 2019, closing a stake of 78 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in SCG in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Doyle Wealth Management reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 78 Scana shares in Q1 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in Scana in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Scana position peaked at $4K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.