CPA
SO icon

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 – 390
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return