Clarfeld Financial Advisors’s Southern Company SO Stock Holding History

Clarfeld Financial 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
2018 Q4	$5K	Buy	+122	New	+$5.55K	﹤0.01%	333

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

Clarfeld Financial Advisors's SO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Southern Company (SO) in Q4 2018: 122 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings.

1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

Clarfeld Financial Advisors held 122 shares of Southern Company worth $5K as of Q4 2018.
Southern Company was a new Clarfeld Financial Advisors position in Q4 2018.
Southern Company made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #333 holding.
1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.