NFG
SCG

Next Financial Group’s Scana SCG Stock Holding History

Next Financial Group’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
-143
Closed -$7K – 2284
2018
Q4 		$7K Sell
143
-4,170
-97% -$179K ﹤0.01% 1477
2018
Q3 		$168K Buy
+4,313
New +$165K 0.08% 240
2017
Q4 		– Sell
-243
Closed -$12K – 1672
2017
Q3 		$12K Buy
243
+103
+74% +$6.32K ﹤0.01% 1159
2017
Q2 		$9K Hold
140
– – ﹤0.01% 1381
2017
Q1 		$9K Sell
140
-1,167
-89% -$80.5K ﹤0.01% 1342
2016
Q4 		$96K Sell
1,307
-299
-19% -$21.3K 0.02% 704
2016
Q3 		$116K Buy
1,606
+1,195
+291% +$87.3K 0.02% 613
2016
Q2 		$31K Buy
411
+276
+204% +$19.3K 0.01% 804
2016
Q1 		$9K Buy
135
+2
+2% +$129 ﹤0.01% 1217
2015
Q4 		$8K Buy
133
+1
+0.8% +$59 ﹤0.01% 1269
2015
Q3 		$7K Buy
132
+1
+0.8% +$54 ﹤0.01% 1343
2015
Q2 		$6K Buy
131
+2
+2% +$106 ﹤0.01% 1451
2015
Q1 		$7K Buy
129
+1
+0.8% +$59 ﹤0.01% 1400
2014
Q4 		$8K Sell
128
-1,268
-91% -$70.2K ﹤0.01% 1356
2014
Q3 		$69K Buy
+1,396
New +$71.6K 0.01% 802

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

Next Financial Group's SCG Position: Q1 2019 in Review

Next Financial Group sold out of Scana (SCG) in Q1 2019, closing a stake of 143 shares — an estimated $7K sold.

Next Financial Group first reported a position in SCG in Q3 2014 and held it in 15 quarters. The position peaked at $168K in Q3 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Next Financial Group reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 143 Scana shares in Q1 2019, an estimated $7K.
  • Next Financial Group first reported a position in Scana in Q3 2014 and held it in 15 quarters.
  • Next Financial Group's Scana position peaked at $168K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.