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Fiduciary Trust International’s Southern Company SO Stock Holding History

Fiduciary Trust International’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
2019
Q1 		– Sell
-184
Closed -$8K – 507
2018
Q4 		$8K Buy
+184
New +$8.36K ﹤0.01% 388
2013
Q4 		– Sell
-5,943
Closed -$245K – 138
2013
Q3 		$245K Buy
+5,943
New +$256K 0.08% 115

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

Fiduciary Trust International's SO Position: Q1 2019 in Review

Fiduciary Trust International sold out of Southern Company (SO) in Q1 2019, closing a stake of 184 shares — an estimated $8K sold.

Fiduciary Trust International first reported a position in SO in Q3 2013 and held it in 2 quarters. The position peaked at $245K in Q3 2013. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Fiduciary Trust International reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Fiduciary Trust International sold 184 Southern Company shares in Q1 2019, an estimated $8K.
  • Fiduciary Trust International first reported a position in Southern Company in Q3 2013 and held it in 2 quarters.
  • Fiduciary Trust International's Southern Company position peaked at $245K in Q3 2013.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Fiduciary Trust International's 13F filing for Q1 2019, filed 7 May 2019.