LPL Financial
SCG

LPL Financial’s Scana SCG Stock Holding History

LPL Financial’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
-24,314
Closed -$1.16M – 3284
2018
Q4 		$1.16M Buy
24,314
+4,899
+25% +$210K ﹤0.01% 1420
2018
Q3 		$755K Sell
19,415
-12,249
-39% -$470K ﹤0.01% 1896
2018
Q2 		$1.22M Buy
31,664
+10,675
+51% +$389K ﹤0.01% 1493
2018
Q1 		$788K Buy
20,989
+4,441
+27% +$178K ﹤0.01% 1787
2017
Q4 		$658K Buy
16,548
+2,421
+17% +$108K ﹤0.01% 1824
2017
Q3 		$685K Sell
14,127
-2,779
-16% -$170K ﹤0.01% 1701
2017
Q2 		$1.13M Sell
16,906
-3,619
-18% -$243K ﹤0.01% 1296
2017
Q1 		$1.35M Sell
20,525
-602
-3% -$41.5K 0.01% 1060
2016
Q4 		$1.55M Buy
21,127
+88
+0.4% +$6.28K 0.01% 927
2016
Q3 		$1.46M Buy
21,039
+700
+3% +$51.1K 0.01% 939
2016
Q2 		$1.55M Sell
20,339
-20,656
-50% -$1.45M 0.01% 903
2016
Q1 		$2.86M Buy
40,995
+401
+1% +$25.9K 0.01% 986
2015
Q4 		$2.48M Buy
40,594
+25,600
+171% +$1.5M 0.01% 1046
2015
Q3 		$846K Sell
14,994
-10,613
-41% -$569K ﹤0.01% 1365
2015
Q2 		$1.33M Sell
25,607
-2,781
-10% -$147K 0.01% 1149
2015
Q1 		$1.58M Buy
28,388
+1,768
+7% +$104K 0.01% 1044
2014
Q4 		$1.61M Sell
26,620
-1,934
-7% -$107K 0.01% 1018
2014
Q3 		$1.42M Buy
28,554
+2,629
+10% +$135K 0.01% 1065
2014
Q2 		$1.4M Sell
25,925
-5,525
-18% -$287K 0.01% 1106
2014
Q1 		$1.61M Sell
31,450
-823
-3% -$39.6K 0.01% 951
2013
Q4 		$1.51M Sell
32,273
-26,369
-45% -$1.23M 0.01% 991
2013
Q3 		$2.69M Buy
58,642
+806
+1% +$39.7K 0.02% 646
2013
Q2 		$2.84M Buy
+57,836
New +$2.97M 0.02% 571

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

LPL Financial's SCG Position: Q1 2019 in Review

LPL Financial sold out of Scana (SCG) in Q1 2019, closing a stake of 24,314 shares — an estimated $1.16M sold.

LPL Financial first reported a position in SCG in Q2 2013 and held it in 23 quarters. The position peaked at $2.86M in Q1 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • LPL Financial reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • LPL Financial sold 24,314 Scana shares in Q1 2019, an estimated $1.16M.
  • LPL Financial first reported a position in Scana in Q2 2013 and held it in 23 quarters.
  • LPL Financial's Scana position peaked at $2.86M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.