PWM
SCG

PRW Wealth Management’s Scana SCG Stock Holding History

PRW Wealth Management’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
-17
Closed -$1K – 846
2018
Q4 		$1K Buy
+17
New +$730 ﹤0.01% 660

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

PRW Wealth Management's SCG Position: Q1 2019 in Review

PRW Wealth Management sold out of Scana (SCG) in Q1 2019, closing a stake of 17 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in SCG in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • PRW Wealth Management reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 17 Scana shares in Q1 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Scana in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's Scana position peaked at $1K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.