Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-114
Closed -$5K 933
2018
Q3
$5K Hold
114
﹤0.01% 886
2018
Q2
$4K Buy
+114
New +$4.15K ﹤0.01% 910

Other funds holding SCG

Mount Yale Investment Advisors's SCG Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Scana (SCG) in Q4 2018, closing a stake of 114 shares — an estimated $5K sold.

Mount Yale Investment Advisors first reported a position in SCG in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 420 funds tracked by Wall St. Rank hold SCG as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Scana position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 114 Scana shares in Q4 2018, an estimated $5K.
  • Mount Yale Investment Advisors first reported a position in Scana in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Scana position peaked at $5K in Q3 2018.
  • 420 funds tracked by Wall St. Rank held Scana as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.