FPFS
SCG

First Personal Financial Services’s Scana SCG Stock Holding History

First Personal Financial Services’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
-400
Closed -$19K – 712
2018
Q4 		$19K Hold
400
– – 0.01% 383
2018
Q3 		$16K Hold
400
– – 0.01% 439
2018
Q2 		$15K Sell
400
-322
-45% -$11.7K 0.01% 447
2018
Q1 		$27K Buy
722
+5
+0.7% +$200 0.01% 574
2017
Q4 		$29K Buy
717
+4
+0.6% +$179 0.01% 581
2017
Q3 		$35K Buy
713
+2
+0.3% +$123 0.01% 492
2017
Q2 		$48K Hold
711
– – 0.01% 432
2017
Q1 		$46K Buy
711
+3
+0.4% +$207 0.01% 412
2016
Q4 		$52K Buy
708
+2
+0.3% +$143 0.01% 366
2016
Q3 		$51K Buy
706
+3
+0.4% +$219 0.01% 271
2016
Q2 		$53K Sell
703
-580
-45% -$40.6K 0.02% 255
2016
Q1 		$90K Sell
1,283
-105
-8% -$6.79K 0.04% 149
2015
Q4 		$84K Hold
1,388
– – 0.05% 152
2015
Q3 		$79K Hold
1,388
– – 0.05% 145
2015
Q2 		$71K Buy
1,388
+445
+47% +$23.5K 0.04% 149
2015
Q1 		$52K Buy
943
+438
+87% +$25.8K 0.03% 167
2014
Q4 		$30K Buy
+505
New +$28K 0.02% 185

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

First Personal Financial Services's SCG Position: Q1 2019 in Review

First Personal Financial Services sold out of Scana (SCG) in Q1 2019, closing a stake of 400 shares — an estimated $19K sold.

First Personal Financial Services first reported a position in SCG in Q4 2014 and held it in 17 quarters. The position peaked at $90K in Q1 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • First Personal Financial Services reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • First Personal Financial Services sold 400 Scana shares in Q1 2019, an estimated $19K.
  • First Personal Financial Services first reported a position in Scana in Q4 2014 and held it in 17 quarters.
  • First Personal Financial Services's Scana position peaked at $90K in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on First Personal Financial Services's 13F filing for Q1 2019, filed 22 Apr 2019.