First National Bank Sioux Falls’s Southern Company SO Stock Holding History

First National Bank Sioux Falls’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	-5,362	Closed	-$235K	–	55
2018 Q4	$235K	Buy	+5,362	New	+$244K	0.91%	44
2016 Q4	–	Sell	-825	Closed	-$42K	–	184
2016 Q3	$42K	Hold	825	–	–	0.11%	128
2016 Q2	$44K	Hold	825	–	–	0.14%	110
2016 Q1	$43K	Sell	825 -500	-38%	-$24.4K	0.14%	107
2015 Q4	$62K	Hold	1,325	–	–	0.2%	89
2015 Q3	$59K	Hold	1,325	–	–	0.19%	93
2015 Q2	$56K	Hold	1,325	–	–	0.17%	96
2015 Q1	$59K	Hold	1,325	–	–	0.17%	96
2014 Q4	$65K	Hold	1,325	–	–	0.18%	95
2014 Q3	$58K	Hold	1,325	–	–	0.16%	101
2014 Q2	$60K	Hold	1,325	–	–	0.15%	101
2014 Q1	$58K	Hold	1,325	–	–	0.16%	99
2013 Q4	$54K	Hold	1,325	–	–	0.14%	101
2013 Q3	$55K	Hold	1,325	–	–	0.16%	98
2013 Q2	$58K	Buy	+1,325	New	+$60.9K	0.17%	92

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First National Bank Sioux Falls's SO Position: Q1 2019 in Review

First National Bank Sioux Falls sold out of Southern Company (SO) in Q1 2019, closing a stake of 5,362 shares — an estimated $235K sold.

First National Bank Sioux Falls first reported a position in SO in Q2 2013 and held it in 15 quarters. The position peaked at $235K in Q4 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

First National Bank Sioux Falls reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
First National Bank Sioux Falls sold 5,362 Southern Company shares in Q1 2019, an estimated $235K.
First National Bank Sioux Falls first reported a position in Southern Company in Q2 2013 and held it in 15 quarters.
First National Bank Sioux Falls's Southern Company position peaked at $235K in Q4 2018.
1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on First National Bank Sioux Falls's 13F filing for Q1 2019, filed 22 Apr 2019.