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Quad-Cities Investment Group’s Southern Company SO Stock Holding History

Quad-Cities Investment Group’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
Q4 		– Sell
-625
Closed -$38K – 625
2019
Q3 		$38K Hold
625
– – 0.03% 378
2019
Q2 		$34K Hold
625
– – 0.03% 398
2019
Q1 		$32K Hold
625
– – 0.03% 408
2018
Q4 		$28K Hold
625
– – 0.03% 423
2018
Q3 		$28K Hold
625
– – 0.02% 459
2018
Q2 		$29K Buy
+625
New +$28K 0.03% 453

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Quad-Cities Investment Group's SO Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Southern Company (SO) in Q4 2019, closing a stake of 625 shares — an estimated $38K sold.

Quad-Cities Investment Group first reported a position in SO in Q2 2018 and held it in 6 quarters. The position peaked at $38K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining Southern Company position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 625 Southern Company shares in Q4 2019, an estimated $38K.
  • Quad-Cities Investment Group first reported a position in Southern Company in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's Southern Company position peaked at $38K in Q3 2019.
  • 1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.