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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Risk Paradigm Group's SO Position: Q2 2018 in Review

Risk Paradigm Group sold out of Southern Company (SO) in Q2 2018, closing a stake of 2,400 shares — an estimated $107K sold.

Risk Paradigm Group first reported a position in SO in Q1 2015 and held it in 13 quarters. The position peaked at $200K in Q3 2016. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

  • Risk Paradigm Group reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 2,400 Southern Company shares in Q2 2018, an estimated $107K.
  • Risk Paradigm Group first reported a position in Southern Company in Q1 2015 and held it in 13 quarters.
  • Risk Paradigm Group's Southern Company position peaked at $200K in Q3 2016.
  • 1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.