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Sharkey, Howes & Javer’s Southern Company SO Stock Holding History

Sharkey, Howes & Javer’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
-80
Closed -$3K – 215
2018
Q1 		$3K Buy
+80
New +$3.55K ﹤0.01% 179
2016
Q2 		– Sell
-323
Closed -$17K – 261
2016
Q1 		$17K Buy
+323
New +$15.7K 0.01% 151

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

Sharkey, Howes & Javer's SO Position: Q2 2018 in Review

Sharkey, Howes & Javer sold out of Southern Company (SO) in Q2 2018, closing a stake of 80 shares — an estimated $3K sold.

Sharkey, Howes & Javer first reported a position in SO in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2016. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

  • Sharkey, Howes & Javer reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 80 Southern Company shares in Q2 2018, an estimated $3K.
  • Sharkey, Howes & Javer first reported a position in Southern Company in Q1 2016 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Southern Company position peaked at $17K in Q1 2016.
  • 1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2018, filed 26 Jul 2018.