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Omnia Family Wealth’s Southern Company SO Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-1,066
Closed -$55K – 458
2019
Q1 		$55K Hold
1,066
– – 0.03% 153
2018
Q4 		$47K Buy
1,066
+66
+7% +$3K 0.03% 155
2018
Q3 		$44K Hold
1,000
– – 0.02% 163
2018
Q2 		$46K Sell
1,000
-66
-6% -$2.95K 0.02% 157
2018
Q1 		$48K Sell
1,066
-423
-28% -$18.8K 0.02% 155
2017
Q4 		$72K Buy
1,489
+284
+24% +$14.5K 0.03% 130
2017
Q3 		$59K Sell
1,205
-336
-22% -$16.3K 0.03% 142
2017
Q2 		$74K Buy
1,541
+475
+45% +$23.8K 0.04% 130
2017
Q1 		$53K Sell
1,066
-527
-33% -$26K 0.03% 153
2016
Q4 		$78K Buy
+1,593
New +$78.3K 0.04% 141

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Franklin Resources
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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