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Guidant Wealth Advisors’s Southern Company SO Stock Holding History

Guidant Wealth Advisors’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
-200
Closed -$8K – 292
2018
Q4 		$8K Sell
200
-17
-8% -$773 ﹤0.01% 205
2018
Q3 		$9K Hold
217
– – ﹤0.01% 149
2018
Q2 		$10K Hold
217
– – ﹤0.01% 147
2018
Q1 		$9K Buy
217
+17
+9% +$755 ﹤0.01% 151
2017
Q4 		$9K Hold
200
– – ﹤0.01% 155
2017
Q3 		$9K Hold
200
– – 0.01% 164
2017
Q2 		$9K Hold
200
– – ﹤0.01% 203
2017
Q1 		$10K Hold
200
– – 0.01% 173
2016
Q4 		$10K Hold
200
– – 0.01% 164
2016
Q3 		$10K Buy
+200
New +$10.5K 0.01% 162

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
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

Guidant Wealth Advisors's SO Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Southern Company (SO) in Q1 2019, closing a stake of 200 shares — an estimated $8K sold.

Guidant Wealth Advisors first reported a position in SO in Q3 2016 and held it in 10 quarters. The position peaked at $10K in Q2 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 200 Southern Company shares in Q1 2019, an estimated $8K.
  • Guidant Wealth Advisors first reported a position in Southern Company in Q3 2016 and held it in 10 quarters.
  • Guidant Wealth Advisors's Southern Company position peaked at $10K in Q2 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.