Fort LP’s Southern Company SO Stock Holding History

Fort LP’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 Q4	–	Sell	-2,940	Closed	-$128K	–	489
2018 Q3	$128K	Buy	+2,940	New	+$135K	0.03%	263

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

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

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

Fort LP's SO Position: Q4 2018 in Review

Fort LP sold out of Southern Company (SO) in Q4 2018, closing a stake of 2,940 shares — an estimated $128K sold.

Fort LP first reported a position in SO in Q3 2018 and held it in 1 quarter. The position peaked at $128K in Q3 2018. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

Fort LP reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
Fort LP sold 2,940 Southern Company shares in Q4 2018, an estimated $128K.
Fort LP first reported a position in Southern Company in Q3 2018 and held it in 1 quarter.
Fort LP's Southern Company position peaked at $128K in Q3 2018.
1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Fort LP's 13F filing for Q4 2018, filed 13 Feb 2019.