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Bigelow Investment Advisors’s Southern Company SO Stock Holding History

Bigelow 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
Q1 		– Sell
-5,257
Closed -$231K – 157
2018
Q4 		$231K Sell
5,257
-200
-4% -$9.09K 0.17% 133
2018
Q3 		$238K Sell
5,457
-700
-11% -$32.3K 0.16% 136
2018
Q2 		$285K Sell
6,157
-550
-8% -$24.6K 0.19% 125
2018
Q1 		$300K Buy
+6,707
New +$298K 0.2% 125

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bigelow Investment Advisors's SO Position: Q1 2019 in Review

Bigelow Investment Advisors sold out of Southern Company (SO) in Q1 2019, closing a stake of 5,257 shares — an estimated $231K sold.

Bigelow Investment Advisors first reported a position in SO in Q1 2018 and held it in 4 quarters. The position peaked at $300K in Q1 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Bigelow Investment Advisors reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Bigelow Investment Advisors sold 5,257 Southern Company shares in Q1 2019, an estimated $231K.
  • Bigelow Investment Advisors first reported a position in Southern Company in Q1 2018 and held it in 4 quarters.
  • Bigelow Investment Advisors's Southern Company position peaked at $300K in Q1 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Bigelow Investment Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.