VFA
SCG

Valeo Financial Advisors’s Scana SCG Stock Holding History

Valeo 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
Closed – – 1686
2018
Q4 		$0 Sell
5
-1,440
-100% -$61.9K ﹤0.01% 1865
2018
Q3 		$58K Buy
1,445
+445
+45% +$17.1K 0.01% 521
2018
Q2 		$37K Sell
1,000
-103
-9% -$3.75K 0.01% 616
2018
Q1 		$41K Buy
+1,103
New +$44.2K 0.01% 533

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

Valeo Financial Advisors's SCG Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Scana (SCG) in Q1 2019, closing a stake of 5 shares.

Valeo Financial Advisors first reported a position in SCG in Q1 2018 and held it in 4 quarters. The position peaked at $58K in Q3 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Valeo Financial Advisors reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 Scana shares in Q1 2019.
  • Valeo Financial Advisors first reported a position in Scana in Q1 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Scana position peaked at $58K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.