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Landaas & Company’s Southern Company SO Stock Holding History

Landaas & Company’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
Q3 		– Sell
-727
Closed -$34K – 271
2018
Q2 		$34K Buy
+727
New +$32.5K 0.03% 188
2018
Q1 		– Sell
-927
Closed -$45K – 266
2017
Q4 		$45K Buy
927
+102
+12% +$5.2K 0.04% 161
2017
Q3 		$41K Buy
+825
New +$40K 0.04% 165

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Landaas & Company's SO Position: Q3 2018 in Review

Landaas & Company sold out of Southern Company (SO) in Q3 2018, closing a stake of 727 shares — an estimated $34K sold.

Landaas & Company first reported a position in SO in Q3 2017 and held it in 3 quarters. The position peaked at $45K in Q4 2017. 1,182 funds tracked by Wall St. Rank hold SO as of Q3 2018.

  • Landaas & Company reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 727 Southern Company shares in Q3 2018, an estimated $34K.
  • Landaas & Company first reported a position in Southern Company in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Southern Company position peaked at $45K in Q4 2017.
  • 1,182 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.