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BKS Advisors’s Southern Company SO Stock Holding History

BKS 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 		$239K Sell
4,631
-3,500
-43% -$172K 0.1% 183
2018
Q4 		$357K Buy
+8,131
New +$370K 0.16% 136

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

BKS Advisors's SO Position: Q1 2019 in Review

BKS Advisors reduced its Southern Company (SO) stake by 43% in Q1 2019, selling an estimated $172K and leaving 4,631 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #183.

BKS Advisors first reported a position in SO in Q4 2018 and has held it in 2 quarters since. The position peaked at $357K in Q4 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • BKS Advisors held 4,631 shares of Southern Company worth $239K as of Q1 2019.
  • BKS Advisors sold 3,500 Southern Company shares in Q1 2019, an estimated $172K.
  • Southern Company made up 0.1% of BKS Advisors's portfolio in Q1 2019, its #183 holding.
  • BKS Advisors first reported a position in Southern Company in Q4 2018 and has held it in 2 quarters since.
  • BKS Advisors's Southern Company position peaked at $357K in Q4 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.