Macroview Investment Management’s Southern Company SO Stock Holding History

Macroview Investment Management’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	–	Sell	-42	Closed	-$2K	–	381
2018 Q4	$2K	Hold	42	–	–	0.01%	288
2018 Q3	$2K	Hold	42	–	–	0.01%	291
2018 Q2	$2K	Hold	42	–	–	0.01%	254
2018 Q1	$2K	Buy	+42	New	+$1.86K	0.01%	200
2015 Q2	–	Sell	-76,662	Closed	-$3.4M	–	132
2015 Q1	$3.4M	Buy	76,662 +10,101	+15%	+$480K	3.16%	14
2014 Q4	$3.27M	Buy	66,561 +7,615	+13%	+$360K	3.43%	9
2014 Q3	$2.57M	Buy	58,946 +956	+2%	+$42K	3.45%	10
2014 Q2	$2.63M	Buy	57,990 +7,615	+15%	+$337K	3.5%	11
2014 Q1	$2.21M	Buy	50,375 +31,724	+170%	+$1.33M	3.36%	11
2013 Q4	$767K	Buy	18,651 +3,860	+26%	+$159K	1.37%	18
2013 Q3	$609K	Sell	14,791 -22,790	-61%	-$982K	1.05%	15
2013 Q2	$1.66M	Buy	+37,581	New	+$1.73M	1.73%	12

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macroview Investment Management's SO Position: Q1 2019 in Review

Macroview Investment Management sold out of Southern Company (SO) in Q1 2019, closing a stake of 42 shares — an estimated $2K sold.

Macroview Investment Management first reported a position in SO in Q2 2013 and held it in 12 quarters. The position peaked at $3.4M in Q1 2015. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

Macroview Investment Management reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
Macroview Investment Management sold 42 Southern Company shares in Q1 2019, an estimated $2K.
Macroview Investment Management first reported a position in Southern Company in Q2 2013 and held it in 12 quarters.
Macroview Investment Management's Southern Company position peaked at $3.4M in Q1 2015.
1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Macroview Investment Management's 13F filing for Q1 2019, filed 9 May 2019.