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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

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BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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