WWM
SCG

Willingdon Wealth Management’s Scana SCG Stock Holding History

Willingdon 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
-2,309
Closed -$110K – 406
2018
Q4 		$110K Hold
2,309
– – 0.03% 149
2018
Q3 		$90K Hold
2,309
– – 0.02% 169
2018
Q2 		$89K Hold
2,309
– – 0.03% 156
2018
Q1 		$87K Hold
2,309
– – 0.03% 141
2017
Q4 		$92K Hold
2,309
– – 0.03% 133
2017
Q3 		$112K Buy
+2,309
New +$142K 0.04% 117

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 $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

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

Willingdon Wealth Management sold out of Scana (SCG) in Q1 2019, closing a stake of 2,309 shares — an estimated $110K sold.

Willingdon Wealth Management first reported a position in SCG in Q3 2017 and held it in 6 quarters. The position peaked at $112K in Q3 2017. 4 funds tracked by Wall St. Rank hold SCG as of Q1 2019.

  • Willingdon Wealth Management reported no remaining Scana position as of Q1 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 2,309 Scana shares in Q1 2019, an estimated $110K.
  • Willingdon Wealth Management first reported a position in Scana in Q3 2017 and held it in 6 quarters.
  • Willingdon Wealth Management's Scana position peaked at $112K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Scana as of Q1 2019.

Based on Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.