KCS Wealth Advisory’s Southern Company SO Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-412	Closed	-$25.4K	–	364
2019 Q3	$25.4K	Buy	+412	New	+$23.9K	0.02%	286

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCS Wealth Advisory's SO Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Southern Company (SO) in Q4 2019, closing a stake of 412 shares — an estimated $25.4K sold.

KCS Wealth Advisory first reported a position in SO in Q3 2019 and held it in 1 quarter. The position peaked at $25.4K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

KCS Wealth Advisory reported no remaining Southern Company position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 412 Southern Company shares in Q4 2019, an estimated $25.4K.
KCS Wealth Advisory first reported a position in Southern Company in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Southern Company position peaked at $25.4K in Q3 2019.
1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.