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Edge Advisors’s Southern Company SO Stock Holding History

Edge 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
Q2 		$597K Sell
12,898
-1,645
-11% -$73.6K 0.05% 202
2018
Q1 		$649K Sell
14,543
-125
-0.9% -$5.55K 0.06% 197
2017
Q4 		$705K Sell
14,668
-431
-3% -$22K 0.07% 188
2017
Q3 		$741K Buy
15,099
+121
+0.8% +$5.87K 0.08% 177
2017
Q2 		$717K Hold
14,978
– – 0.08% 180
2017
Q1 		$745K Sell
14,978
-150
-1% -$7.41K 0.09% 183
2016
Q4 		$744K Buy
+15,128
New +$743K 0.1% 176

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Advisors's SO Position: Q2 2018 in Review

Edge Advisors reduced its Southern Company (SO) stake by 11% in Q2 2018, selling an estimated $73.6K and leaving 12,898 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #202.

Edge Advisors first reported a position in SO in Q4 2016 and has held it in 7 quarters since. The position peaked at $745K in Q1 2017. 1,181 funds tracked by Wall St. Rank hold SO as of Q2 2018.

  • Edge Advisors held 12,898 shares of Southern Company worth $597K as of Q2 2018.
  • Edge Advisors sold 1,645 Southern Company shares in Q2 2018, an estimated $73.6K.
  • Southern Company made up 0.05% of Edge Advisors's portfolio in Q2 2018, its #202 holding.
  • Edge Advisors first reported a position in Southern Company in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Southern Company position peaked at $745K in Q1 2017.
  • 1,181 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.