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Alpha Quant Advisors’s Southern Company SO Stock Holding History

Alpha Quant Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$626K Sell
12,120
-110
-0.9% -$5.39K 0.63% 65
2018
Q4 		$537K Buy
+12,230
New +$556K 0.56% 68

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha Quant Advisors's SO Position: Q1 2019 in Review

Alpha Quant Advisors reduced its Southern Company (SO) stake by 0.9% in Q1 2019, selling an estimated $5.39K and leaving 12,120 shares worth $626K. The position accounts for 0.63% of the portfolio, ranked #65.

Alpha Quant Advisors first reported a position in SO in Q4 2018 and has held it in 2 quarters since. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Alpha Quant Advisors held 12,120 shares of Southern Company worth $626K as of Q1 2019.
  • Alpha Quant Advisors sold 110 Southern Company shares in Q1 2019, an estimated $5.39K.
  • Southern Company made up 0.63% of Alpha Quant Advisors's portfolio in Q1 2019, its #65 holding.
  • Alpha Quant Advisors first reported a position in Southern Company in Q4 2018 and has held it in 2 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.