OIA
SCG

Optimum Investment Advisors’s Scana SCG Stock Holding History

Optimum Investment 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
-1,271
Closed -$61K – 1054
2018
Q4 		$61K Hold
1,271
– – 0.02% 438
2018
Q3 		$49K Hold
1,271
– – 0.01% 536
2018
Q2 		$49K Hold
1,271
– – 0.01% 535
2018
Q1 		$48K Buy
+1,271
New +$50.9K 0.01% 527
2015
Q1 		$44K Hold
800
– – 0.01% 540
2014
Q4 		$48K Hold
800
– – 0.02% 522
2014
Q3 		$45K Sell
800
-700
-47% -$35.9K 0.01% 506
2014
Q2 		$81K Buy
+1,500
New +$77.9K 0.03% 383

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

Optimum Investment Advisors's SCG Position: Q1 2019 in Review

Optimum Investment Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 1,271 shares — an estimated $61K sold.

Optimum Investment Advisors first reported a position in SCG in Q2 2014 and held it in 8 quarters. The position peaked at $81K in Q2 2014. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Optimum Investment Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,271 Scana shares in Q1 2019, an estimated $61K.
  • Optimum Investment Advisors first reported a position in Scana in Q2 2014 and held it in 8 quarters.
  • Optimum Investment Advisors's Scana position peaked at $81K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Optimum Investment Advisors's 13F filing for Q1 2019, filed 3 May 2019.