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	–	478
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return