Coyle Financial Counsel’s Southern Company SO Stock Holding History

Coyle Financial Counsel’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	-102	Closed	-$5K	–	260
2018 Q2	$5K	Buy	+102	New	+$4.57K	﹤0.01%	193

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coyle Financial Counsel's SO Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Southern Company (SO) in Q3 2018, closing a stake of 102 shares — an estimated $5K sold.

Coyle Financial Counsel first reported a position in SO in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 1,182 funds tracked by Wall St. Rank hold SO as of Q3 2018.

Coyle Financial Counsel reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 102 Southern Company shares in Q3 2018, an estimated $5K.
Coyle Financial Counsel first reported a position in Southern Company in Q2 2018 and held it in 1 quarter.
Coyle Financial Counsel's Southern Company position peaked at $5K in Q2 2018.
1,182 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.