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Cornerstone Financial Partners’s Southern Company SO Stock Holding History

Cornerstone Financial Partners’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
2017
Q4 		$563K Buy
+11,727
New +$598K 0.18% 91
2017
Q1 		– Sell
-4,446
Closed -$219K – 168
2016
Q4 		$219K Hold
4,446
– – 0.07% 146
2016
Q3 		$227K Hold
4,446
– – 0.08% 137
2016
Q2 		$238K Sell
4,446
-71
-2% -$3.57K 0.08% 145
2016
Q1 		$234K Buy
4,517
+5
+0.1% +$244 0.09% 139
2015
Q4 		$210K Buy
+4,512
New +$205K 0.08% 134

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Financial Partners's SO Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in Southern Company (SO) in Q4 2017: 11,727 shares worth $563K. The stake represents 0.18% of the portfolio and ranks #91 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in SO as recently as Q4 2016.

Cornerstone Financial Partners first reported a position in SO in Q4 2015 and has held it in 6 quarters since. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Cornerstone Financial Partners held 11,727 shares of Southern Company worth $563K as of Q4 2017.
  • Southern Company was a new Cornerstone Financial Partners position in Q4 2017.
  • Southern Company made up 0.18% of Cornerstone Financial Partners's portfolio in Q4 2017, its #91 holding.
  • Cornerstone Financial Partners first reported a position in Southern Company in Q4 2015 and has held it in 6 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.