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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Southern Company SO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q3 		– Sell
-125
Closed -$6K – 325
2018
Q2 		$6K Hold
125
– – ﹤0.01% 348
2018
Q1 		$6K Buy
+125
New +$5.55K ﹤0.01% 357
2017
Q4 		– Sell
-125
Closed -$6K – 421
2017
Q3 		$6K Hold
125
– – ﹤0.01% 320
2017
Q2 		$5K Hold
125
– – ﹤0.01% 316
2017
Q1 		$7K Hold
125
– – ﹤0.01% 330
2016
Q4 		$7K Hold
125
– – ﹤0.01% 358
2016
Q3 		$6K Hold
125
– – ﹤0.01% 337
2016
Q2 		$6K Hold
125
– – ﹤0.01% 314
2016
Q1 		$6K Hold
125
– – ﹤0.01% 305
2015
Q4 		$6K Buy
+125
New +$5.67K ﹤0.01% 296

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.61T AUM 30.72% 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 $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SO Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Southern Company (SO) in Q3 2018, closing a stake of 125 shares — an estimated $6K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SO in Q4 2015 and held it in 10 quarters. The position peaked at $7K in Q1 2017. 1,182 funds tracked by Wall St. Rank hold SO as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 125 Southern Company shares in Q3 2018, an estimated $6K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Southern Company in Q4 2015 and held it in 10 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Southern Company position peaked at $7K in Q1 2017.
  • 1,182 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.