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Beacon Capital Management Inc (Ohio)’s Southern Company SO Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q4 		– Sell
-190
Closed -$8K – 63
2018
Q3 		$8K Buy
+190
New +$8.76K ﹤0.01% 47
2018
Q2 		– Sell
-75
Closed -$3.36K – 93
2018
Q1 		$3K Buy
+75
New +$3.33K ﹤0.01% 66
2017
Q2 		– Sell
-4
Closed – – 191
2017
Q1 		$0 Buy
+4
New +$198 ﹤0.01% 193

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 $3.37T AUM 44.26% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SO Position: Q4 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of Southern Company (SO) in Q4 2018, closing a stake of 190 shares — an estimated $8K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SO in Q1 2017 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

  • Beacon Capital Management Inc (Ohio) reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 190 Southern Company shares in Q4 2018, an estimated $8K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Southern Company in Q1 2017 and held it in 3 quarters.
  • Beacon Capital Management Inc (Ohio)'s Southern Company position peaked at $8K in Q3 2018.
  • 1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2018, filed 23 Jan 2019.