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MKD Wealth Coaches’s Southern Company SO Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-2,405
Closed -$133K – 177
2019
Q2 		$133K Hold
2,405
– – 0.12% 56
2019
Q1 		$124K Hold
2,405
– – 0.13% 57
2018
Q4 		$106K Buy
+2,405
New +$109K 0.13% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MKD Wealth Coaches's SO Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Southern Company (SO) in Q3 2019, closing a stake of 2,405 shares — an estimated $133K sold.

MKD Wealth Coaches first reported a position in SO in Q4 2018 and held it in 3 quarters. The position peaked at $133K in Q2 2019. 1,319 funds tracked by Wall St. Rank hold SO as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Southern Company position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 2,405 Southern Company shares in Q3 2019, an estimated $133K.
  • MKD Wealth Coaches first reported a position in Southern Company in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Southern Company position peaked at $133K in Q2 2019.
  • 1,319 funds tracked by Wall St. Rank held Southern Company as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.