KWM
SCG

Kingsview Wealth Management’s Scana SCG Stock Holding History

Kingsview 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
-5,829
Closed -$278K – 531
2018
Q4 		$278K Buy
+5,829
New +$250K 0.06% 296

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

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

Kingsview Wealth Management sold out of Scana (SCG) in Q1 2019, closing a stake of 5,829 shares — an estimated $278K sold.

Kingsview Wealth Management first reported a position in SCG in Q4 2018 and held it in 1 quarter. The position peaked at $278K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Kingsview Wealth Management reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,829 Scana shares in Q1 2019, an estimated $278K.
  • Kingsview Wealth Management first reported a position in Scana in Q4 2018 and held it in 1 quarter.
  • Kingsview Wealth Management's Scana position peaked at $278K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Kingsview Wealth Management's 13F filing for Q1 2019, filed 29 Jan 2020.