LFA
SCG

Legacy Financial Advisors’s Scana SCG Stock Holding History

Legacy Financial 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
-203
Closed -$10K – 1198
2018
Q4 		$10K Buy
203
+123
+154% +$5.28K ﹤0.01% 579
2018
Q3 		$3K Buy
+80
New +$3.07K ﹤0.01% 786

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

Legacy Financial Advisors's SCG Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 203 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in SCG in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 203 Scana shares in Q1 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Scana in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Scana position peaked at $10K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.