Crewe Advisors’s The Southern Company SOLN Stock Holding History

Crewe Advisors’s Portfolio SOLN Stock Details SOLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-271	Closed	-$15K	–	260
2019 Q4	$15K	Buy	+271	New	+$14.4K	0.01%	170

Other funds holding SOLN

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Crewe Advisors's SOLN Position: Q1 2020 in Review

Crewe Advisors sold out of The Southern Company (SOLN) in Q1 2020, closing a stake of 271 shares — an estimated $15K sold.

Crewe Advisors first reported a position in SOLN in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 61 funds tracked by Wall St. Rank hold SOLN as of Q1 2020.

Crewe Advisors reported no remaining The Southern Company position as of Q1 2020 after selling out during the quarter.
Crewe Advisors sold 271 The Southern Company shares in Q1 2020, an estimated $15K.
Crewe Advisors first reported a position in The Southern Company in Q4 2019 and held it in 1 quarter.
Crewe Advisors's The Southern Company position peaked at $15K in Q4 2019.
61 funds tracked by Wall St. Rank held The Southern Company as of Q1 2020.

Based on Crewe Advisors's 13F filing for Q1 2020, filed 7 May 2020.