FWM
SCG

Focused Wealth Management’s Scana SCG Stock Holding History

Focused 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
-1,597
Closed -$76K – 779
2018
Q4 		$76K Hold
1,597
– – 0.03% 254
2018
Q3 		$62K Buy
+1,597
New +$61.2K 0.02% 274
2018
Q2 		– Sell
-1,597
Closed -$60K – 760
2018
Q1 		$60K Hold
1,597
– – 0.02% 284
2017
Q4 		$64K Hold
1,597
– – 0.02% 276
2017
Q3 		$77K Hold
1,597
– – 0.03% 187
2017
Q2 		$107K Sell
1,597
-1,585
-50% -$106K 0.04% 214
2017
Q1 		$208K Buy
3,182
+12
+0.4% +$828 0.08% 137
2016
Q4 		$232K Buy
3,170
+1,600
+102% +$114K 0.1% 130
2016
Q3 		$114K Buy
1,570
+24
+2% +$1.75K 0.05% 200
2016
Q2 		$117K Buy
1,546
+13
+0.8% +$911 0.05% 195
2016
Q1 		$108K Buy
1,533
+14
+0.9% +$905 0.06% 136
2015
Q4 		$92K Buy
1,519
+15
+1% +$879 0.05% 158
2015
Q3 		$85K Buy
1,504
+16
+1% +$858 0.05% 151
2015
Q2 		$75K Buy
1,488
+14
+0.9% +$739 0.05% 163
2015
Q1 		$81K Buy
1,474
+13
+0.9% +$764 0.05% 157
2014
Q4 		$88K Buy
1,461
+15
+1% +$830 0.06% 143
2014
Q3 		$72K Buy
1,446
+14
+1% +$718 0.06% 166
2014
Q2 		$77K Buy
1,432
+15
+1% +$779 0.06% 155
2014
Q1 		$73K Buy
1,417
+15
+1% +$722 0.06% 146
2013
Q4 		$66K Buy
1,402
+15
+1% +$702 0.06% 154
2013
Q3 		$64K Buy
+1,387
New +$68.3K 0.06% 144

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

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

Focused Wealth Management sold out of Scana (SCG) in Q1 2019, closing a stake of 1,597 shares — an estimated $76K sold.

Focused Wealth Management first reported a position in SCG in Q3 2013 and held it in 21 quarters. The position peaked at $232K in Q4 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Focused Wealth Management reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Focused Wealth Management sold 1,597 Scana shares in Q1 2019, an estimated $76K.
  • Focused Wealth Management first reported a position in Scana in Q3 2013 and held it in 21 quarters.
  • Focused Wealth Management's Scana position peaked at $232K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.