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Pathway Financial Advisors’s Southern Company SO Stock Holding History

Pathway Financial Advisors’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 		– Sell
-50
Closed -$2K – 471
2017
Q4 		$2K Buy
+50
New +$2.55K ﹤0.01% 440

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 $298B AUM 21.96% 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

Pathway Financial Advisors's SO Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Southern Company (SO) in Q1 2018, closing a stake of 50 shares — an estimated $2K sold.

Pathway Financial Advisors first reported a position in SO in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Southern Company position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 50 Southern Company shares in Q1 2018, an estimated $2K.
  • Pathway Financial Advisors first reported a position in Southern Company in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Southern Company position peaked at $2K in Q4 2017.
  • 1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.