GWS
SCG

Glassman Wealth Services’s Scana SCG Stock Holding History

Glassman Wealth 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
-178
Closed -$9K – 1295
2018
Q4 		$9K Sell
178
-14
-7% -$601 ﹤0.01% 379
2018
Q3 		$7K Hold
192
– – ﹤0.01% 445
2018
Q2 		$7K Buy
192
+19
+11% +$692 ﹤0.01% 413
2018
Q1 		$6K Sell
173
-89
-34% -$3.57K ﹤0.01% 414
2017
Q4 		$10K Sell
262
-45
-15% -$2.01K 0.01% 333
2017
Q3 		$15K Hold
307
– – 0.01% 262
2017
Q2 		$21K Sell
307
-6
-2% -$403 0.01% 234
2017
Q1 		$20K Hold
313
– – 0.01% 260
2016
Q4 		$23K Hold
313
– – 0.02% 255
2016
Q3 		$23K Sell
313
-48
-13% -$3.51K 0.02% 219
2016
Q2 		$27K Hold
361
– – 0.02% 188
2016
Q1 		$25K Hold
361
– – 0.02% 193
2015
Q4 		$22K Hold
361
– – 0.02% 217
2015
Q3 		$20K Hold
361
– – 0.02% 222
2015
Q2 		$18K Hold
361
– – 0.01% 240
2015
Q1 		$20K Hold
361
– – 0.02% 230
2014
Q4 		$22K Buy
+361
New +$20K 0.02% 234

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

Glassman Wealth Services's SCG Position: Q1 2019 in Review

Glassman Wealth Services sold out of Scana (SCG) in Q1 2019, closing a stake of 178 shares — an estimated $9K sold.

Glassman Wealth Services first reported a position in SCG in Q4 2014 and held it in 17 quarters. The position peaked at $27K in Q2 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Glassman Wealth Services reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 178 Scana shares in Q1 2019, an estimated $9K.
  • Glassman Wealth Services first reported a position in Scana in Q4 2014 and held it in 17 quarters.
  • Glassman Wealth Services's Scana position peaked at $27K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Glassman Wealth Services's 13F filing for Q1 2019, filed 10 May 2019.