Israel Discount Bank of New York’s Southern Company SO Stock Holding History

Israel Discount Bank of New York’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 Q2	–	Sell	-100	Closed	-$5K	–	318
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	402
2018 Q4	$4K	Buy	100 +10	+11%	+$455	﹤0.01%	410
2018 Q3	$4K	Buy	90 +20	+29%	+$922	﹤0.01%	404
2018 Q2	$3K	Hold	70	–	–	﹤0.01%	402
2018 Q1	$3K	Hold	70	–	–	﹤0.01%	406
2017 Q4	$3K	Hold	70	–	–	﹤0.01%	413
2017 Q3	$3K	Hold	70	–	–	﹤0.01%	411
2017 Q2	$3K	Sell	70 -65	-48%	-$3.26K	﹤0.01%	413
2017 Q1	$7K	Hold	135	–	–	0.01%	408
2016 Q4	$7K	Buy	+135	New	+$6.63K	0.01%	437

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Israel Discount Bank of New York's SO Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Southern Company (SO) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Israel Discount Bank of New York first reported a position in SO in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q1 2017. 1,273 funds tracked by Wall St. Rank hold SO as of Q2 2019.

Israel Discount Bank of New York reported no remaining Southern Company position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 100 Southern Company shares in Q2 2019, an estimated $5K.
Israel Discount Bank of New York first reported a position in Southern Company in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Southern Company position peaked at $7K in Q1 2017.
1,273 funds tracked by Wall St. Rank held Southern Company as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.