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Reitz Capital Advisors’s Southern Company SO Stock Holding History

Reitz Capital 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
2020
Q3 		– Sell
-250
Closed -$13K – 107
2020
Q2 		$13K Buy
+250
New +$13.9K 0.02% 101

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Reitz Capital Advisors's SO Position: Q3 2020 in Review

Reitz Capital Advisors sold out of Southern Company (SO) in Q3 2020, closing a stake of 250 shares — an estimated $13K sold.

Reitz Capital Advisors first reported a position in SO in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

  • Reitz Capital Advisors reported no remaining Southern Company position as of Q3 2020 after selling out during the quarter.
  • Reitz Capital Advisors sold 250 Southern Company shares in Q3 2020, an estimated $13K.
  • Reitz Capital Advisors first reported a position in Southern Company in Q2 2020 and held it in 1 quarter.
  • Reitz Capital Advisors's Southern Company position peaked at $13K in Q2 2020.
  • 1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on Reitz Capital Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.