PS
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Portfolio Solutions’s Southern Company SO Stock Holding History

Portfolio Solutions’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
2017
Q4 		– Sell
-150
Closed -$7K – 204
2017
Q3 		$7K Hold
150
– – ﹤0.01% 139
2017
Q2 		$7K Hold
150
– – ﹤0.01% 127
2017
Q1 		$7K Buy
+150
New +$7.41K ﹤0.01% 148

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Portfolio Solutions's SO Position: Q4 2017 in Review

Portfolio Solutions sold out of Southern Company (SO) in Q4 2017, closing a stake of 150 shares — an estimated $7K sold.

Portfolio Solutions first reported a position in SO in Q1 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2017. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Portfolio Solutions reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
  • Portfolio Solutions sold 150 Southern Company shares in Q4 2017, an estimated $7K.
  • Portfolio Solutions first reported a position in Southern Company in Q1 2017 and held it in 3 quarters.
  • Portfolio Solutions's Southern Company position peaked at $7K in Q3 2017.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Portfolio Solutions's 13F filing for Q4 2017, filed 16 Jan 2018.