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Lynch & Associates’s Southern Company SO Stock Holding History

Lynch & Associates’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
Q3 		– Sell
-13,935
Closed -$667K – 100
2017
Q2 		$667K Sell
13,935
-845
-6% -$42.4K 0.26% 65
2017
Q1 		$736K Sell
14,780
-325
-2% -$16.1K 0.3% 62
2016
Q4 		$743K Sell
15,105
-290
-2% -$14.2K 0.31% 60
2016
Q3 		$790K Sell
15,395
-515
-3% -$27.1K 0.35% 59
2016
Q2 		$853K Buy
15,910
+200
+1% +$10.1K 0.38% 57
2016
Q1 		$813K Buy
15,710
+3,655
+30% +$178K 0.39% 56
2015
Q4 		$564K Buy
12,055
+745
+7% +$33.8K 0.29% 66
2015
Q3 		$506K Hold
11,310
– – 0.28% 69
2015
Q2 		$474K Sell
11,310
-475
-4% -$20.7K 0.25% 73
2015
Q1 		$522K Buy
11,785
+3,720
+46% +$177K 0.27% 70
2014
Q4 		$396K Sell
8,065
-3,480
-30% -$164K 0.21% 73
2014
Q3 		$504K Buy
11,545
+190
+2% +$8.35K 0.28% 71
2014
Q2 		$515K Buy
11,355
+675
+6% +$29.8K 0.29% 69
2014
Q1 		$469K Sell
10,680
-125
-1% -$5.24K 0.28% 69
2013
Q4 		$444K Sell
10,805
-2,495
-19% -$103K 0.27% 73
2013
Q3 		$548K Sell
13,300
-475
-3% -$20.5K 0.37% 62
2013
Q2 		$608K Buy
+13,775
New +$633K 0.42% 59

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return