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Risk Paradigm Group’s Southern Company SO Stock Holding History

Risk Paradigm 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
2018
Q2 		– Sell
-2,400
Closed -$107K – 192
2018
Q1 		$107K Sell
2,400
-58
-2% -$2.58K 0.14% 112
2017
Q4 		$118K Sell
2,458
-128
-5% -$6.52K 0.13% 114
2017
Q3 		$127K Buy
2,586
+228
+10% +$11.1K 0.16% 95
2017
Q2 		$113K Sell
2,358
-442
-16% -$22.2K 0.13% 110
2017
Q1 		$139K Sell
2,800
-93
-3% -$4.6K 0.16% 94
2016
Q4 		$142K Sell
2,893
-1,011
-26% -$49.7K 0.16% 106
2016
Q3 		$200K Buy
3,904
+343
+10% +$18.1K 0.15% 104
2016
Q2 		$191K Buy
3,561
+228
+7% +$11.5K 0.26% 86
2016
Q1 		$172K Sell
3,333
-327
-9% -$15.9K 0.22% 71
2015
Q4 		$171K Buy
3,660
+939
+35% +$42.6K 0.2% 69
2015
Q3 		$122K Buy
2,721
+821
+43% +$36K 0.25% 57
2015
Q2 		$79.6K Buy
1,900
+600
+46% +$26.1K 0.08% 97
2015
Q1 		$57.6K Buy
+1,300
New +$61.8K 0.06% 108

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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