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Barry Investment Advisors’s Southern Company SO Stock Holding History

Barry Investment 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
Q2 		– Sell
-6,270
Closed -$324K – 74
2019
Q1 		$324K Sell
6,270
-420
-6% -$20.6K 0.1% 54
2018
Q4 		$294K Sell
6,690
-213
-3% -$9.68K 0.11% 59
2018
Q3 		$301K Buy
6,903
+71
+1% +$3.27K 0.1% 59
2018
Q2 		$316K Sell
6,832
-101
-1% -$4.52K 0.12% 55
2018
Q1 		$310K Buy
6,933
+254
+4% +$11.3K 0.12% 56
2017
Q4 		$321K Buy
6,679
+57
+0.9% +$2.9K 0.12% 55
2017
Q3 		$325K Buy
6,622
+59
+0.9% +$2.86K 0.12% 55
2017
Q2 		$314K Sell
6,563
-146
-2% -$7.32K 0.12% 55
2017
Q1 		$334K Buy
6,709
+1,172
+21% +$57.9K 0.12% 54
2016
Q4 		$272K Sell
5,537
-72
-1% -$3.54K 0.1% 57
2016
Q3 		$288K Buy
5,609
+12
+0.2% +$632 0.1% 58
2016
Q2 		$300K Sell
5,597
-1,202
-18% -$60.5K 0.12% 55
2016
Q1 		$352K Sell
6,799
-24
-0.4% -$1.17K 0.11% 59
2015
Q4 		$319K Sell
6,823
-283
-4% -$12.8K 0.1% 61
2015
Q3 		$318K Buy
7,106
+88
+1% +$3.86K 0.1% 63
2015
Q2 		$294K Buy
7,018
+209
+3% +$9.11K 0.3% 33
2015
Q1 		$302K Sell
6,809
-1,085
-14% -$51.5K 0.09% 66
2014
Q4 		$388K Buy
+7,894
New +$373K 0.13% 61

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barry Investment Advisors's SO Position: Q2 2019 in Review

Barry Investment Advisors sold out of Southern Company (SO) in Q2 2019, closing a stake of 6,270 shares — an estimated $324K sold.

Barry Investment Advisors first reported a position in SO in Q4 2014 and held it in 18 quarters. The position peaked at $388K in Q4 2014. 1,273 funds tracked by Wall St. Rank hold SO as of Q2 2019.

  • Barry Investment Advisors reported no remaining Southern Company position as of Q2 2019 after selling out during the quarter.
  • Barry Investment Advisors sold 6,270 Southern Company shares in Q2 2019, an estimated $324K.
  • Barry Investment Advisors first reported a position in Southern Company in Q4 2014 and held it in 18 quarters.
  • Barry Investment Advisors's Southern Company position peaked at $388K in Q4 2014.
  • 1,273 funds tracked by Wall St. Rank held Southern Company as of Q2 2019.

Based on Barry Investment Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.