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Live Your Vision’s Southern Company SO Stock Holding History

Live Your Vision’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
Q1 		$10K Hold
200
– – ﹤0.01% 199
2018
Q4 		$9K Hold
200
– – ﹤0.01% 184
2018
Q3 		$9K Hold
200
– – ﹤0.01% 194
2018
Q2 		$10K Hold
200
– – ﹤0.01% 222
2018
Q1 		$9K Hold
200
– – ﹤0.01% 186
2017
Q4 		$8K Hold
200
– – ﹤0.01% 191
2017
Q3 		$10K Hold
200
– – ﹤0.01% 179
2017
Q2 		$10K Hold
200
– – ﹤0.01% 184
2017
Q1 		$10K Hold
200
– – ﹤0.01% 194
2016
Q4 		$10K Hold
200
– – ﹤0.01% 184
2016
Q3 		$10K Buy
+200
New +$10.5K ﹤0.01% 179

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Live Your Vision's SO Position: Q1 2019 in Review

Live Your Vision held its Southern Company (SO) position steady in Q1 2019 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Live Your Vision first reported a position in SO in Q3 2016 and has held it in 11 quarters since. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Live Your Vision held 200 shares of Southern Company worth $10K as of Q1 2019.
  • Live Your Vision left its Southern Company share count unchanged in Q1 2019.
  • Southern Company made up ﹤0.01% of Live Your Vision's portfolio in Q1 2019, its #199 holding.
  • Live Your Vision first reported a position in Southern Company in Q3 2016 and has held it in 11 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.