Clear Perspective Advisors’s Southern Company SO Stock Holding History

Clear Perspective 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 Q3	–	Sell	-1,718	Closed	-$80K	–	387
2018 Q2	$80K	Sell	1,718 -375	-18%	-$16.8K	0.06%	214
2018 Q1	$93K	Sell	2,093 -375	-15%	-$16.6K	0.07%	196
2017 Q4	$119K	Sell	2,468 -629	-20%	-$32K	0.09%	171
2017 Q3	$152K	Sell	3,097 -179	-5%	-$8.68K	0.12%	150
2017 Q2	$157K	Sell	3,276 -192	-6%	-$9.63K	0.13%	136
2017 Q1	$173K	Hold	3,468	–	–	0.11%	127
2016 Q4	$171K	Buy	+3,468	New	+$170K	0.11%	134

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clear Perspective Advisors's SO Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Southern Company (SO) in Q3 2018, closing a stake of 1,718 shares — an estimated $80K sold.

Clear Perspective Advisors first reported a position in SO in Q4 2016 and held it in 7 quarters. The position peaked at $173K in Q1 2017. 1,181 funds tracked by Wall St. Rank hold SO as of Q3 2018.

Clear Perspective Advisors reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,718 Southern Company shares in Q3 2018, an estimated $80K.
Clear Perspective Advisors first reported a position in Southern Company in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Southern Company position peaked at $173K in Q1 2017.
1,181 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.