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Cypress Wealth Services’s Southern Company SO Stock Holding History

Cypress Wealth Services’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
2020
Q1 		– Sell
-4,874
Closed -$310K – 271
2019
Q4 		$310K Buy
4,874
+358
+8% +$22.2K 0.08% 188
2019
Q3 		$279K Buy
4,516
+113
+3% +$6.55K 0.08% 196
2019
Q2 		$243K Buy
4,403
+101
+2% +$5.41K 0.07% 216
2019
Q1 		$222K Sell
4,302
-695
-14% -$34.1K 0.07% 226
2018
Q4 		$219K Sell
4,997
-2,730
-35% -$124K 0.09% 186
2018
Q3 		$337K Buy
7,727
+161
+2% +$7.42K 0.12% 154
2018
Q2 		$350K Buy
7,566
+1,808
+31% +$80.9K 0.13% 153
2018
Q1 		$257K Sell
5,758
-1,370
-19% -$60.8K 0.11% 152
2017
Q4 		$343K Buy
+7,128
New +$363K 0.14% 134

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cypress Wealth Services's SO Position: Q1 2020 in Review

Cypress Wealth Services sold out of Southern Company (SO) in Q1 2020, closing a stake of 4,874 shares — an estimated $310K sold.

Cypress Wealth Services first reported a position in SO in Q4 2017 and held it in 9 quarters. The position peaked at $350K in Q2 2018. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Cypress Wealth Services reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 4,874 Southern Company shares in Q1 2020, an estimated $310K.
  • Cypress Wealth Services first reported a position in Southern Company in Q4 2017 and held it in 9 quarters.
  • Cypress Wealth Services's Southern Company position peaked at $350K in Q2 2018.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.