INR Advisory Services’s Southern Company SO Stock Holding History

INR Advisory Services’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 Q2	–	Sell	-56	Closed	-$3K	–	123
2018 Q1	$3K	Hold	56	–	–	﹤0.01%	55
2017 Q4	$3K	Buy	56 +1	+2%	+$51	﹤0.01%	52
2017 Q3	$3K	Hold	55	–	–	﹤0.01%	49
2017 Q2	$3K	Buy	55 +1	+2%	+$50	﹤0.01%	83
2017 Q1	$3K	Hold	54	–	–	﹤0.01%	91
2016 Q4	$3K	Buy	54 +1	+2%	+$49	﹤0.01%	52
2016 Q3	$3K	Buy	53 +1	+2%	+$53	﹤0.01%	54
2016 Q2	$3K	Hold	52	–	–	﹤0.01%	55
2016 Q1	$3K	Buy	+52	New	+$2.53K	﹤0.01%	42

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INR Advisory Services's SO Position: Q2 2018 in Review

INR Advisory Services sold out of Southern Company (SO) in Q2 2018, closing a stake of 56 shares — an estimated $3K sold.

INR Advisory Services first reported a position in SO in Q1 2016 and held it in 9 quarters. The position peaked at $3K in Q1 2018. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

INR Advisory Services reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
INR Advisory Services sold 56 Southern Company shares in Q2 2018, an estimated $3K.
INR Advisory Services first reported a position in Southern Company in Q1 2016 and held it in 9 quarters.
INR Advisory Services's Southern Company position peaked at $3K in Q1 2018.
1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on INR Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.