Asset Planning Services (Pennsylvania)’s Southern Company SO Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q2	–	Sell	-272	Closed	-$12K	–	280
2018 Q1	$12K	Hold	272	–	–	0.01%	196
2017 Q4	$13K	Sell	272 -225	-45%	-$11.5K	0.01%	196
2017 Q3	$24K	Hold	497	–	–	0.01%	188
2017 Q2	$24K	Hold	497	–	–	0.02%	178
2017 Q1	$25K	Hold	497	–	–	0.02%	179
2016 Q4	$24K	Hold	497	–	–	0.02%	160
2016 Q3	$25K	Hold	497	–	–	0.02%	152
2016 Q2	$27K	Hold	497	–	–	0.02%	161
2016 Q1	$26K	Hold	497	–	–	0.02%	158
2015 Q4	$23K	Hold	497	–	–	0.02%	131
2015 Q3	$22K	Hold	497	–	–	0.02%	127
2015 Q2	$21K	Buy	+497	New	+$21.7K	0.02%	144

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 $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Asset Planning Services (Pennsylvania)'s SO Position: Q2 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Southern Company (SO) in Q2 2018, closing a stake of 272 shares — an estimated $12K sold.

Asset Planning Services (Pennsylvania) first reported a position in SO in Q2 2015 and held it in 12 quarters. The position peaked at $27K in Q2 2016. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

Asset Planning Services (Pennsylvania) reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 272 Southern Company shares in Q2 2018, an estimated $12K.
Asset Planning Services (Pennsylvania) first reported a position in Southern Company in Q2 2015 and held it in 12 quarters.
Asset Planning Services (Pennsylvania)'s Southern Company position peaked at $27K in Q2 2016.
1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2018, filed 1 Aug 2018.