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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

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State Street
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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