RPg Family Wealth Advisory’s Southern Company SO Stock Holding History

RPg Family Wealth Advisory’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	-600	Closed	-$26.8K	–	283
2018 Q1	$26.8K	Buy	600 +200	+50%	+$8.88K	0.02%	176
2017 Q4	$19.2K	Hold	400	–	–	0.02%	209
2017 Q3	$19.7K	Sell	400 -46	-10%	-$2.23K	0.02%	216
2017 Q2	$21.4K	Sell	446 -270	-38%	-$13.5K	0.02%	232
2017 Q1	$35.6K	Sell	716 -428	-37%	-$21.2K	0.03%	165
2016 Q4	$56.3K	Sell	1,144 -54	-5%	-$2.65K	0.05%	113
2016 Q3	$61.5K	Buy	1,198 +20	+2%	+$1.05K	0.04%	107
2016 Q2	$63.2K	Buy	1,178 +711	+152%	+$35.8K	0.03%	111
2016 Q1	$24.2K	Buy	+467	New	+$22.8K	0.02%	172

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RPg Family Wealth Advisory's SO Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of Southern Company (SO) in Q2 2018, closing a stake of 600 shares — an estimated $26.8K sold.

RPg Family Wealth Advisory first reported a position in SO in Q1 2016 and held it in 9 quarters. The position peaked at $63.2K in Q2 2016. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

RPg Family Wealth Advisory reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 600 Southern Company shares in Q2 2018, an estimated $26.8K.
RPg Family Wealth Advisory first reported a position in Southern Company in Q1 2016 and held it in 9 quarters.
RPg Family Wealth Advisory's Southern Company position peaked at $63.2K in Q2 2016.
1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.