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Chessman Wealth Strategies RIA’s Southern Company SO Stock Holding History

Chessman Wealth Strategies RIA’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
-1,415
Closed -$62K – 149
2018
Q3 		$62K Buy
+1,415
New +$65.2K 0.05% 52

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chessman Wealth Strategies RIA's SO Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Southern Company (SO) in Q4 2018, closing a stake of 1,415 shares — an estimated $62K sold.

Chessman Wealth Strategies RIA first reported a position in SO in Q3 2018 and held it in 1 quarter. The position peaked at $62K in Q3 2018. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,415 Southern Company shares in Q4 2018, an estimated $62K.
  • Chessman Wealth Strategies RIA first reported a position in Southern Company in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Southern Company position peaked at $62K in Q3 2018.
  • 1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.