FinTrust Investment Advisory Services’s Southern Company SO Stock Holding History

FinTrust Investment Advisory 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
2018 Q1	$593K	Sell	13,286 -3,503	-21%	-$156K	0.54%	35
2017 Q4	$807K	Buy	16,789 +216	+1%	+$11K	0.71%	28
2017 Q3	$814K	Buy	+16,573	New	+$803K	0.78%	26
2013 Q3	$307K	Sell	7,451 -70	-0.9%	-$3.02K	0.63%	42
2013 Q2	$332K	Buy	+7,521	New	+$346K	0.57%	45

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FinTrust Investment Advisory Services's SO Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Southern Company (SO) stake by 21% in Q1 2018, selling an estimated $156K and leaving 13,286 shares worth $593K. The position accounts for 0.54% of the portfolio, ranked #35.

FinTrust Investment Advisory Services first reported a position in SO in Q2 2013 and has held it in 5 quarters since. The position peaked at $814K in Q3 2017. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

FinTrust Investment Advisory Services held 13,286 shares of Southern Company worth $593K as of Q1 2018.
FinTrust Investment Advisory Services sold 3,503 Southern Company shares in Q1 2018, an estimated $156K.
Southern Company made up 0.54% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #35 holding.
FinTrust Investment Advisory Services first reported a position in Southern Company in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's Southern Company position peaked at $814K in Q3 2017.
1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.