HWA
SCG

Heritage Wealth Advisors’s Scana SCG Stock Holding History

Heritage Wealth Advisors’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
-200
Closed -$9K – 469
2018
Q4 		$9K Hold
200
– – ﹤0.01% 319
2018
Q3 		$7K Buy
+200
New +$7.67K ﹤0.01% 323

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

Heritage Wealth Advisors's SCG Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 200 shares — an estimated $9K sold.

Heritage Wealth Advisors first reported a position in SCG in Q3 2018 and held it in 2 quarters. The position peaked at $9K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Heritage Wealth Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 200 Scana shares in Q1 2019, an estimated $9K.
  • Heritage Wealth Advisors first reported a position in Scana in Q3 2018 and held it in 2 quarters.
  • Heritage Wealth Advisors's Scana position peaked at $9K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.