GI
SCG

Gradient Investments’s Scana SCG Stock Holding History

Gradient Investments’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
-175
Closed -$8K – 1069
2018
Q4 		$8K Hold
175
– – ﹤0.01% 642
2018
Q3 		$7K Buy
175
+1
+0.6% +$38 ﹤0.01% 700
2018
Q2 		$7K Sell
174
-210
-55% -$7.64K ﹤0.01% 684
2018
Q1 		$14K Buy
384
+263
+217% +$10.5K ﹤0.01% 565
2017
Q4 		$5K Buy
+121
New +$5.41K ﹤0.01% 709
2016
Q4 		– Sell
-18
Closed -$1K – 828
2016
Q3 		$1K Buy
+18
New +$1.31K ﹤0.01% 692
2016
Q2 		– Sell
-260
Closed -$18K – 819
2016
Q1 		$18K Sell
260
-100
-28% -$6.46K ﹤0.01% 364
2015
Q4 		$22K Sell
360
-254
-41% -$14.9K ﹤0.01% 316
2015
Q3 		$35K Hold
614
– – 0.01% 261
2015
Q2 		$31K Buy
614
+32
+5% +$1.69K ﹤0.01% 279
2015
Q1 		$32K Buy
582
+68
+13% +$4K ﹤0.01% 284
2014
Q4 		$31K Buy
514
+260
+102% +$14.4K 0.01% 272
2014
Q3 		$13K Hold
254
– – ﹤0.01% 315
2014
Q2 		$14K Buy
254
+125
+97% +$6.49K ﹤0.01% 332
2014
Q1 		$7K Buy
+129
New +$6.21K ﹤0.01% 378

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

Gradient Investments's SCG Position: Q1 2019 in Review

Gradient Investments sold out of Scana (SCG) in Q1 2019, closing a stake of 175 shares — an estimated $8K sold.

Gradient Investments first reported a position in SCG in Q1 2014 and held it in 15 quarters. The position peaked at $35K in Q3 2015. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Gradient Investments reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Gradient Investments sold 175 Scana shares in Q1 2019, an estimated $8K.
  • Gradient Investments first reported a position in Scana in Q1 2014 and held it in 15 quarters.
  • Gradient Investments's Scana position peaked at $35K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Gradient Investments's 13F filing for Q1 2019, filed 11 Apr 2019.