PFGIA
SCG

Patriot Financial Group Insurance Agency’s Scana SCG Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,074
Closed -$51K – 1356
2018
Q4 		$51K Buy
1,074
+774
+258% +$33.2K 0.03% 324
2018
Q3 		$12K Buy
+300
New +$11.5K 0.01% 602

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

Patriot Financial Group Insurance Agency's SCG Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of Scana (SCG) in Q1 2019, closing a stake of 1,074 shares — an estimated $51K sold.

Patriot Financial Group Insurance Agency first reported a position in SCG in Q3 2018 and held it in 2 quarters. The position peaked at $51K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,074 Scana shares in Q1 2019, an estimated $51K.
  • Patriot Financial Group Insurance Agency first reported a position in Scana in Q3 2018 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Scana position peaked at $51K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.