Mark Sheptoff Financial Planning’s Scana SCG Stock Holding History

Mark Sheptoff Financial Planning’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	-300	Closed	-$14K	–	376
2018 Q4	$14K	Hold	300	–	–	0.01%	217
2018 Q3	$12K	Hold	300	–	–	0.01%	280
2018 Q2	$12K	Hold	300	–	–	0.01%	267
2018 Q1	$11K	Hold	300	–	–	0.01%	281
2017 Q4	$12K	Sell	300 -500	-63%	-$22.4K	0.01%	273
2017 Q3	$39K	Hold	800	–	–	0.03%	190
2017 Q2	$54K	Sell	800 -1	-0.1%	-$67	0.04%	172
2017 Q1	$52K	Buy	801 +1	+0.1%	+$69	0.04%	182
2016 Q4	$59K	Hold	800	–	–	0.04%	164
2016 Q3	$58K	Hold	800	–	–	0.04%	164
2016 Q2	$61K	Hold	800	–	–	0.05%	149
2016 Q1	$56K	Hold	800	–	–	0.05%	145
2015 Q4	$48K	Sell	800 -45	-5%	-$2.64K	0.04%	167
2015 Q3	$48K	Buy	845 +45	+6%	+$2.41K	0.04%	161
2015 Q2	$41K	Hold	800	–	–	0.03%	179
2015 Q1	$44K	Hold	800	–	–	0.04%	176
2014 Q4	$48K	Hold	800	–	–	0.04%	173
2014 Q3	$40K	Hold	800	–	–	0.04%	181
2014 Q2	$43K	Hold	800	–	–	0.04%	184
2014 Q1	$41K	Buy	+800	New	+$38.5K	0.04%	196

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

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

Mark Sheptoff Financial Planning's SCG Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of Scana (SCG) in Q1 2019, closing a stake of 300 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in SCG in Q1 2014 and held it in 20 quarters. The position peaked at $61K in Q2 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

Mark Sheptoff Financial Planning reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Scana shares in Q1 2019, an estimated $14K.
Mark Sheptoff Financial Planning first reported a position in Scana in Q1 2014 and held it in 20 quarters.
Mark Sheptoff Financial Planning's Scana position peaked at $61K in Q2 2016.
4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.