Catamount Wealth Management’s Southern Company SO Stock Holding History

Catamount 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
2018 Q4	–	Sell	-400	Closed	-$17K	–	224
2018 Q3	$17K	Hold	400	–	–	0.01%	127
2018 Q2	$18K	Hold	400	–	–	0.01%	121
2018 Q1	$18K	Sell	400 -350	-47%	-$15.5K	0.01%	118
2017 Q4	$36K	Hold	750	–	–	0.02%	91
2017 Q3	$37K	Hold	750	–	–	0.02%	91
2017 Q2	$36K	Hold	750	–	–	0.02%	97
2017 Q1	$37K	Hold	750	–	–	0.03%	93
2016 Q4	$37K	Hold	750	–	–	0.03%	77
2016 Q3	$37K	Buy	750 +350	+88%	+$18.4K	0.03%	76
2016 Q2	$21K	Hold	400	–	–	0.02%	73
2016 Q1	$21K	Hold	400	–	–	0.02%	75
2015 Q4	$19K	Hold	400	–	–	0.02%	76
2015 Q3	$18K	Hold	400	–	–	0.02%	81
2015 Q2	$17K	Hold	400	–	–	0.01%	101
2015 Q1	$18K	Hold	400	–	–	0.01%	90
2014 Q4	$20K	Buy	+400	New	+$18.9K	0.02%	69

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Catamount Wealth Management's SO Position: Q4 2018 in Review

Catamount Wealth Management sold out of Southern Company (SO) in Q4 2018, closing a stake of 400 shares — an estimated $17K sold.

Catamount Wealth Management first reported a position in SO in Q4 2014 and held it in 16 quarters. The position peaked at $37K in Q3 2017. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

Catamount Wealth Management reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 400 Southern Company shares in Q4 2018, an estimated $17K.
Catamount Wealth Management first reported a position in Southern Company in Q4 2014 and held it in 16 quarters.
Catamount Wealth Management's Southern Company position peaked at $37K in Q3 2017.
1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.