Apriem Advisors’s Southern Company SO Stock Holding History

Apriem 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
2018 Q3	–	Sell	-779	Closed	-$36K	–	341
2018 Q2	$36K	Buy	+779	New	+$34.9K	0.01%	279
2017 Q2	–	Sell	-835	Closed	-$42K	–	477
2017 Q1	$42K	Buy	835 +2	+0.2%	+$99	0.01%	255
2016 Q4	$41K	Buy	833 +72	+9%	+$3.54K	0.01%	256
2016 Q3	$39K	Buy	761 +3	+0.4%	+$158	0.01%	248
2016 Q2	$41K	Buy	758 +2	+0.3%	+$101	0.01%	252
2016 Q1	$39K	Buy	756 +56	+8%	+$2.73K	0.02%	237
2015 Q4	$33K	Hold	700	–	–	0.01%	238
2015 Q3	$31K	Hold	700	–	–	0.01%	239
2015 Q2	$29K	Hold	700	–	–	0.01%	266
2015 Q1	$31K	Buy	700 +200	+40%	+$9.5K	0.01%	256
2014 Q4	$25K	Sell	500 -493	-50%	-$23.3K	0.01%	267
2014 Q3	$43K	Buy	993 +100	+11%	+$4.39K	0.02%	219
2014 Q2	$41K	Buy	893 +393	+79%	+$17.4K	0.02%	211
2014 Q1	$22K	Hold	500	–	–	0.01%	290
2013 Q4	$21K	Hold	500	–	–	0.01%	287
2013 Q3	$21K	Hold	500	–	–	0.01%	278
2013 Q2	$22K	Buy	+500	New	+$23K	0.01%	269

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Apriem Advisors's SO Position: Q3 2018 in Review

Apriem Advisors sold out of Southern Company (SO) in Q3 2018, closing a stake of 779 shares — an estimated $36K sold.

Apriem Advisors first reported a position in SO in Q2 2013 and held it in 17 quarters. The position peaked at $43K in Q3 2014. 1,181 funds tracked by Wall St. Rank hold SO as of Q3 2018.

Apriem Advisors reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 779 Southern Company shares in Q3 2018, an estimated $36K.
Apriem Advisors first reported a position in Southern Company in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Southern Company position peaked at $43K in Q3 2014.
1,181 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.