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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

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelman-Lazarov Inc's SO Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Southern Company (SO) in Q1 2017, closing a stake of 512 shares — an estimated $25.2K sold.

Kelman-Lazarov Inc first reported a position in SO in Q1 2016 and held it in 4 quarters. The position peaked at $49.1K in Q2 2016. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 512 Southern Company shares in Q1 2017, an estimated $25.2K.
  • Kelman-Lazarov Inc first reported a position in Southern Company in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Southern Company position peaked at $49.1K in Q2 2016.
  • 1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.