KLI
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Kelman-Lazarov Inc’s Southern Company SO Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-512
Closed -$25.2K – 226
2016
Q4 		$25.2K Sell
512
-400
-44% -$19.7K 0.01% 206
2016
Q3 		$45.5K Hold
912
– – 0.03% 187
2016
Q2 		$49.1K Hold
912
– – 0.03% 171
2016
Q1 		$47K Buy
+912
New +$44.4K 0.03% 189

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Wells Fargo
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return