UCFA
SCG

United Capital Financial Advisors’s Scana SCG Stock Holding History

United Capital Financial 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
-5,455
Closed -$261K – 1427
2018
Q4 		$261K Sell
5,455
-1,135
-17% -$48.8K ﹤0.01% 1116
2018
Q3 		$256K Buy
6,590
+329
+5% +$12.6K ﹤0.01% 1171
2018
Q2 		$241K Buy
6,261
+90
+1% +$3.28K ﹤0.01% 1170
2018
Q1 		$232K Buy
6,171
+260
+4% +$10.4K ﹤0.01% 1190
2017
Q4 		$235K Sell
5,911
-1,679
-22% -$75.1K ﹤0.01% 1188
2017
Q3 		$368K Buy
7,590
+429
+6% +$26.3K ﹤0.01% 1046
2017
Q2 		$480K Buy
7,161
+383
+6% +$25.7K ﹤0.01% 932
2017
Q1 		$443K Buy
6,778
+201
+3% +$13.9K ﹤0.01% 943
2016
Q4 		$482K Sell
6,577
-1,031
-14% -$73.6K ﹤0.01% 946
2016
Q3 		$551K Buy
7,608
+4,928
+184% +$360K 0.01% 937
2016
Q2 		$204K Sell
2,680
-464
-15% -$32.5K ﹤0.01% 1167
2016
Q1 		$221K Buy
+3,144
New +$203K ﹤0.01% 1101

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

United Capital Financial Advisors's SCG Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 5,455 shares — an estimated $261K sold.

United Capital Financial Advisors first reported a position in SCG in Q1 2016 and held it in 12 quarters. The position peaked at $551K in Q3 2016. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,455 Scana shares in Q1 2019, an estimated $261K.
  • United Capital Financial Advisors first reported a position in Scana in Q1 2016 and held it in 12 quarters.
  • United Capital Financial Advisors's Scana position peaked at $551K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.