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Foster & Motley’s Southern Company SO Stock Holding History

Foster & Motley’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
2017
Q3 		– Sell
-5,983
Closed -$286K – 215
2017
Q2 		$286K Sell
5,983
-3,347
-36% -$168K 0.05% 172
2017
Q1 		$464K Sell
9,330
-2,891
-24% -$143K 0.08% 142
2016
Q4 		$601K Buy
12,221
+4,920
+67% +$242K 0.12% 126
2016
Q3 		$375K Buy
7,301
+2,585
+55% +$136K 0.07% 141
2016
Q2 		$253K Sell
4,716
-63
-1% -$3.17K 0.05% 152
2016
Q1 		$247K Buy
+4,779
New +$233K 0.05% 158

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return