WAM
SCG

Wealthspire Advisors (Maryland)’s Scana SCG Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,163
Closed -$56K – 2684
2018
Q4 		$56K Buy
1,163
+276
+31% +$11.9K 0.01% 818
2018
Q3 		$34K Sell
887
-169
-16% -$6.48K ﹤0.01% 1104
2018
Q2 		$41K Buy
1,056
+85
+9% +$3.09K ﹤0.01% 1061
2018
Q1 		$36K Sell
971
-160
-14% -$6.41K ﹤0.01% 1110
2017
Q4 		$45K Buy
1,131
+847
+298% +$37.9K ﹤0.01% 1053
2017
Q3 		$14K Sell
284
-34
-11% -$2.08K ﹤0.01% 1460
2017
Q2 		$21K Buy
318
+34
+12% +$2.28K ﹤0.01% 1263
2017
Q1 		$19K Sell
284
-37
-12% -$2.55K ﹤0.01% 1111
2016
Q4 		$24K Buy
321
+105
+49% +$7.49K ﹤0.01% 971
2016
Q3 		$16K Hold
216
– – ﹤0.01% 1128
2016
Q2 		$16K Sell
216
-132
-38% -$9.25K ﹤0.01% 1083
2016
Q1 		$24K Hold
348
– – ﹤0.01% 915
2015
Q4 		$21K Buy
+348
New +$20.4K ﹤0.01% 960

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 $887M AUM 21.42% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCG Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Scana (SCG) in Q1 2019, closing a stake of 1,163 shares — an estimated $56K sold.

Wealthspire Advisors (Maryland) first reported a position in SCG in Q4 2015 and held it in 13 quarters. The position peaked at $56K in Q4 2018. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,163 Scana shares in Q1 2019, an estimated $56K.
  • Wealthspire Advisors (Maryland) first reported a position in Scana in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Scana position peaked at $56K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.