Signature Financial Management’s Southern Company SO Stock Holding History

Signature Financial Management’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 Q4	$278K	Buy	+6,323	New	+$287K	0.07%	103

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Financial Management's SO Position: Q4 2018 in Review

Signature Financial Management opened a new position in Southern Company (SO) in Q4 2018: 6,323 shares worth $278K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings.

1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

Signature Financial Management held 6,323 shares of Southern Company worth $278K as of Q4 2018.
Southern Company was a new Signature Financial Management position in Q4 2018.
Southern Company made up 0.07% of Signature Financial Management's portfolio in Q4 2018, its #103 holding.
1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.