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Mariner Wealth Advisors (Cincinnati)’s Southern Company SO Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 		$256K Buy
5,862
+66
+1% +$3.04K 0.01% 261
2018
Q2 		$268K Sell
5,796
-159
-3% -$7.12K 0.02% 258
2018
Q1 		$266K Sell
5,955
-290
-5% -$12.9K 0.02% 243
2017
Q4 		$300K Sell
6,245
-470
-7% -$23.9K 0.02% 230
2017
Q3 		$330K Sell
6,715
-4,456
-40% -$216K 0.02% 208
2017
Q2 		$535K Buy
11,171
+2,640
+31% +$132K 0.04% 161
2017
Q1 		$425K Sell
8,531
-119
-1% -$5.88K 0.03% 179
2016
Q4 		$425K Sell
8,650
-1,200
-12% -$59K 0.03% 176
2016
Q3 		$505K Sell
9,850
-44,618
-82% -$2.35M 0.04% 162
2016
Q2 		$2.92M Buy
54,468
+619
+1% +$31.1K 0.26% 79
2016
Q1 		$2.79M Buy
53,849
+7,764
+17% +$378K 0.27% 75
2015
Q4 		$2.16M Buy
+46,085
New +$2.09M 0.21% 80
2015
Q1 		$1.16M Buy
26,240
+1,228
+5% +$58.3K 0.16% 71
2014
Q4 		$1.23M Buy
25,012
+8,017
+47% +$379K 0.18% 69
2014
Q3 		$742K Buy
16,995
+2,098
+14% +$92.2K 0.12% 78
2014
Q2 		$676K Buy
14,897
+3,745
+34% +$166K 0.11% 75
2014
Q1 		$490K Sell
11,152
-1
-0% -$42 0.08% 93
2013
Q4 		$458K Hold
11,153
– – 0.08% 96
2013
Q3 		$459K Sell
11,153
-5,313
-32% -$229K 0.09% 87
2013
Q2 		$727K Buy
+16,466
New +$757K 0.14% 73

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

Mariner Wealth Advisors (Cincinnati)'s SO Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Southern Company (SO) stake by 1.1% in Q3 2018, buying an estimated $3.04K and bringing the position to 5,862 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #261.

Mariner Wealth Advisors (Cincinnati) first reported a position in SO in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.92M in Q2 2016. 1,182 funds tracked by Wall St. Rank hold SO as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 5,862 shares of Southern Company worth $256K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 66 Southern Company shares in Q3 2018, an estimated $3.04K.
  • Southern Company made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #261 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Southern Company in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Southern Company position peaked at $2.92M in Q2 2016.
  • 1,182 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.