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BHK Investment Advisors’s Southern Company SO Stock Holding History

BHK 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
2020
Q1 		– Sell
-6,115
Closed -$390K – 62
2019
Q4 		$390K Sell
6,115
-4,421
-42% -$274K 0.22% 39
2019
Q3 		$651K Hold
10,536
– – 0.38% 43
2019
Q2 		$582K Sell
10,536
-4,036
-28% -$216K 0.33% 44
2019
Q1 		$753K Buy
14,572
+8,932
+158% +$438K 0.46% 37
2018
Q4 		$248K Buy
5,640
+25
+0.4% +$1.14K 0.19% 59
2018
Q3 		$245K Buy
+5,615
New +$259K 0.16% 65

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BHK Investment Advisors's SO Position: Q1 2020 in Review

BHK Investment Advisors sold out of Southern Company (SO) in Q1 2020, closing a stake of 6,115 shares — an estimated $390K sold.

BHK Investment Advisors first reported a position in SO in Q3 2018 and held it in 6 quarters. The position peaked at $753K in Q1 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • BHK Investment Advisors reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • BHK Investment Advisors sold 6,115 Southern Company shares in Q1 2020, an estimated $390K.
  • BHK Investment Advisors first reported a position in Southern Company in Q3 2018 and held it in 6 quarters.
  • BHK Investment Advisors's Southern Company position peaked at $753K in Q1 2019.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on BHK Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.