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Cynosure Advisors’s Southern Company SO Stock Holding History

Cynosure 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
-6,198
Closed -$287K – 162
2018
Q2 		$287K Hold
6,198
– – 0.08% 190
2018
Q1 		$277K Sell
6,198
-7,657
-55% -$340K 0.07% 190
2017
Q4 		$666K Buy
+13,855
New +$706K 0.15% 70

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

Cynosure Advisors's SO Position: Q3 2018 in Review

Cynosure Advisors sold out of Southern Company (SO) in Q3 2018, closing a stake of 6,198 shares — an estimated $287K sold.

Cynosure Advisors first reported a position in SO in Q4 2017 and held it in 3 quarters. The position peaked at $666K in Q4 2017. 1,182 funds tracked by Wall St. Rank hold SO as of Q3 2018.

  • Cynosure Advisors reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 6,198 Southern Company shares in Q3 2018, an estimated $287K.
  • Cynosure Advisors first reported a position in Southern Company in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Southern Company position peaked at $666K in Q4 2017.
  • 1,182 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.