IAA
SCG

Independent Advisor Alliance’s Scana SCG Stock Holding History

Independent Advisor Alliance’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
-9,111
Closed -$435K – 480
2018
Q4 		$435K Buy
9,111
+1,295
+17% +$55.6K 0.08% 229
2018
Q3 		$292K Sell
7,816
-1,550
-17% -$59.4K 0.05% 269
2018
Q2 		$359K Buy
9,366
+1,713
+22% +$62.4K 0.07% 220
2018
Q1 		$291K Sell
7,653
-923
-11% -$37K 0.06% 255
2017
Q4 		$390K Buy
8,576
+1,344
+19% +$60.1K 0.09% 213
2017
Q3 		$353K Sell
7,232
-1,617
-18% -$99.2K 0.1% 185
2017
Q2 		$564K Buy
8,849
+954
+12% +$64K 0.18% 133
2017
Q1 		$527K Buy
7,895
+520
+7% +$35.9K 0.08% 227
2016
Q4 		$523K Buy
+7,375
New +$526K 0.22% 109

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

Independent Advisor Alliance's SCG Position: Q1 2019 in Review

Independent Advisor Alliance sold out of Scana (SCG) in Q1 2019, closing a stake of 9,111 shares — an estimated $435K sold.

Independent Advisor Alliance first reported a position in SCG in Q4 2016 and held it in 9 quarters. The position peaked at $564K in Q2 2017. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Independent Advisor Alliance reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,111 Scana shares in Q1 2019, an estimated $435K.
  • Independent Advisor Alliance first reported a position in Scana in Q4 2016 and held it in 9 quarters.
  • Independent Advisor Alliance's Scana position peaked at $564K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Independent Advisor Alliance's 13F filing for Q1 2019, filed 7 May 2019.