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Brewin Dolphin Wealth Management’s Southern Company SO Stock Holding History

Brewin Dolphin Wealth Management’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
2017
Q4 		– Sell
-225
Closed -$11.1K – 169
2017
Q3 		$11.1K Buy
+225
New +$10.9K 0.01% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's SO Position: Q4 2017 in Review

Brewin Dolphin Wealth Management sold out of Southern Company (SO) in Q4 2017, closing a stake of 225 shares — an estimated $11.1K sold.

Brewin Dolphin Wealth Management first reported a position in SO in Q3 2017 and held it in 1 quarter. The position peaked at $11.1K in Q3 2017. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Brewin Dolphin Wealth Management reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 225 Southern Company shares in Q4 2017, an estimated $11.1K.
  • Brewin Dolphin Wealth Management first reported a position in Southern Company in Q3 2017 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Southern Company position peaked at $11.1K in Q3 2017.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2017, filed 9 Nov 2023.