Mercer Capital Advisers’s Southern Company SO Stock Holding History

Mercer Capital Advisers’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
2020 Q1	–	Sell	-200	Closed	-$13K	–	189
2019 Q4	$13K	Hold	200	–	–	0.01%	186
2019 Q3	$12K	Hold	200	–	–	0.01%	191
2019 Q2	$11K	Hold	200	–	–	0.01%	196
2019 Q1	$10K	Hold	200	–	–	0.01%	201
2018 Q4	$9K	Hold	200	–	–	0.01%	208
2018 Q3	$9K	Hold	200	–	–	0.01%	219
2018 Q2	$9K	Hold	200	–	–	0.01%	231
2018 Q1	$9K	Hold	200	–	–	0.01%	220
2017 Q4	$10K	Hold	200	–	–	0.01%	214
2017 Q3	$10K	Sell	200 -3,801	-95%	-$184K	0.01%	220
2017 Q2	$192K	Hold	4,001	–	–	0.14%	96
2017 Q1	$199K	Hold	4,001	–	–	0.15%	90
2016 Q4	$197K	Hold	4,001	–	–	0.16%	90
2016 Q3	$205K	Hold	4,001	–	–	0.16%	86
2016 Q2	$215K	Hold	4,001	–	–	0.18%	87
2016 Q1	$207K	Hold	4,001	–	–	0.18%	82
2015 Q4	$187K	Hold	4,001	–	–	0.16%	89
2015 Q3	$179K	Hold	4,001	–	–	0.17%	92
2015 Q2	$168K	Hold	4,001	–	–	0.15%	98
2015 Q1	$177K	Hold	4,001	–	–	0.16%	95
2014 Q4	$196K	Buy	+4,001	New	+$189K	0.17%	87

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Mercer Capital Advisers's SO Position: Q1 2020 in Review

Mercer Capital Advisers sold out of Southern Company (SO) in Q1 2020, closing a stake of 200 shares — an estimated $13K sold.

Mercer Capital Advisers first reported a position in SO in Q4 2014 and held it in 21 quarters. The position peaked at $215K in Q2 2016. 1,362 funds tracked by Wall St. Rank hold SO as of Q1 2020.

Mercer Capital Advisers reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
Mercer Capital Advisers sold 200 Southern Company shares in Q1 2020, an estimated $13K.
Mercer Capital Advisers first reported a position in Southern Company in Q4 2014 and held it in 21 quarters.
Mercer Capital Advisers's Southern Company position peaked at $215K in Q2 2016.
1,362 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Mercer Capital Advisers's 13F filing for Q1 2020, filed 23 Apr 2020.