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Fusion Family Wealth’s Southern Company SO Stock Holding History

Fusion Family Wealth’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
-572
Closed -$25K – 231
2018
Q4 		$25K Buy
572
+6
+1% +$273 0.01% 144
2018
Q3 		$25K Buy
566
+6
+1% +$277 0.01% 157
2018
Q2 		$26K Buy
560
+5
+0.9% +$224 0.01% 169
2018
Q1 		$25K Buy
555
+205
+59% +$9.1K 0.01% 160
2017
Q4 		$17K Buy
+350
New +$17.8K ﹤0.01% 190
2017
Q3 		– Sell
-330
Closed -$16K – 286
2017
Q2 		$16K Hold
330
– – 0.01% 184
2017
Q1 		$16K Sell
330
-63
-16% -$3.11K 0.01% 183
2016
Q4 		$19K Buy
+393
New +$19.3K 0.01% 192

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fusion Family Wealth's SO Position: Q1 2019 in Review

Fusion Family Wealth sold out of Southern Company (SO) in Q1 2019, closing a stake of 572 shares — an estimated $25K sold.

Fusion Family Wealth first reported a position in SO in Q4 2016 and held it in 8 quarters. The position peaked at $26K in Q2 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Fusion Family Wealth reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 572 Southern Company shares in Q1 2019, an estimated $25K.
  • Fusion Family Wealth first reported a position in Southern Company in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's Southern Company position peaked at $26K in Q2 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.