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Oak Point Wealth Management’s Southern Company SO Stock Holding History

Oak Point Wealth 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
2018
Q1 		$6K Buy
125
+1
+0.8% +$44 0.01% 169
2017
Q4 		$6K Buy
+124
New +$6.32K 0.01% 169

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oak Point Wealth Management's SO Position: Q1 2018 in Review

Oak Point Wealth Management increased its Southern Company (SO) stake by 0.81% in Q1 2018, buying an estimated $44 and bringing the position to 125 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #169.

Oak Point Wealth Management first reported a position in SO in Q4 2017 and has held it in 2 quarters since. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

  • Oak Point Wealth Management held 125 shares of Southern Company worth $6K as of Q1 2018.
  • Oak Point Wealth Management bought 1 Southern Company share in Q1 2018, an estimated $44.
  • Southern Company made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #169 holding.
  • Oak Point Wealth Management first reported a position in Southern Company in Q4 2017 and has held it in 2 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.