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Franklin, Parlapiano, Turner & Welch’s Southern Company SO Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
Q2 		– Sell
-1,700
Closed -$85K – 101
2017
Q1 		$85K Hold
1,700
– – 0.04% 65
2016
Q4 		$84K Hold
1,700
– – 0.04% 66
2016
Q3 		$87K Hold
1,700
– – 0.04% 62
2016
Q2 		$91K Buy
+1,700
New +$85.5K 0.05% 56

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's SO Position: Q2 2017 in Review

Franklin, Parlapiano, Turner & Welch sold out of Southern Company (SO) in Q2 2017, closing a stake of 1,700 shares — an estimated $85K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in SO in Q2 2016 and held it in 4 quarters. The position peaked at $91K in Q2 2016. 1,168 funds tracked by Wall St. Rank hold SO as of Q2 2017.

  • Franklin, Parlapiano, Turner & Welch reported no remaining Southern Company position as of Q2 2017 after selling out during the quarter.
  • Franklin, Parlapiano, Turner & Welch sold 1,700 Southern Company shares in Q2 2017, an estimated $85K.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Southern Company in Q2 2016 and held it in 4 quarters.
  • Franklin, Parlapiano, Turner & Welch's Southern Company position peaked at $91K in Q2 2016.
  • 1,168 funds tracked by Wall St. Rank held Southern Company as of Q2 2017.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2017, filed 17 Jul 2017.