Permanens Capital’s Southern Company SO Stock Holding History

Permanens Capital’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	-170	Closed	-$11K	–	136
2019 Q4	$11K	Buy	+170	New	+$10.5K	﹤0.01%	106

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Permanens Capital's SO Position: Q1 2020 in Review

Permanens Capital sold out of Southern Company (SO) in Q1 2020, closing a stake of 170 shares — an estimated $11K sold.

Permanens Capital first reported a position in SO in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

Permanens Capital reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
Permanens Capital sold 170 Southern Company shares in Q1 2020, an estimated $11K.
Permanens Capital first reported a position in Southern Company in Q4 2019 and held it in 1 quarter.
Permanens Capital's Southern Company position peaked at $11K in Q4 2019.
1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Permanens Capital's 13F filing for Q1 2020, filed 15 May 2020.