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Spectrum Financial Alliance’s Southern Company SO Stock Holding History

Spectrum Financial Alliance’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
2019
Q1 		– Sell
-400
Closed -$17K – 88
2018
Q4 		$17K Hold
400
– – 0.01% 53
2018
Q3 		$17K Hold
400
– – 0.01% 60
2018
Q2 		$18K Hold
400
– – 0.01% 57
2018
Q1 		$17K Buy
+400
New +$17.8K 0.01% 55

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spectrum Financial Alliance's SO Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Southern Company (SO) in Q1 2019, closing a stake of 400 shares — an estimated $17K sold.

Spectrum Financial Alliance first reported a position in SO in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q2 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 400 Southern Company shares in Q1 2019, an estimated $17K.
  • Spectrum Financial Alliance first reported a position in Southern Company in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Southern Company position peaked at $18K in Q2 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.