Stevens First Principles Investment Advisors’s Southern Company SO Stock Holding History

Stevens First Principles Investment Advisors’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	-500	Closed	-$22K	–	174
2018 Q1	$22K	Hold	500	–	–	0.01%	118
2017 Q4	$24K	Hold	500	–	–	0.01%	135
2017 Q3	$25K	Hold	500	–	–	0.01%	126
2017 Q2	$24K	Hold	500	–	–	0.01%	124
2017 Q1	$25K	Hold	500	–	–	0.02%	118
2016 Q4	$25K	Hold	500	–	–	0.02%	127
2016 Q3	$26K	Hold	500	–	–	0.02%	111
2016 Q2	$27K	Hold	500	–	–	0.02%	101
2016 Q1	$26K	Hold	500	–	–	0.02%	100
2015 Q4	$23K	Hold	500	–	–	0.02%	136
2015 Q3	$22K	Buy	+500	New	+$21.9K	0.02%	144
2015 Q2	–	Sell	-500	Closed	-$22K	–	237
2015 Q1	$22K	Hold	500	–	–	0.01%	157
2014 Q4	$25K	Hold	500	–	–	0.02%	153
2014 Q3	$22K	Hold	500	–	–	0.01%	177
2014 Q2	$23K	Buy	+500	New	+$22.1K	0.01%	170
2013 Q4	–	Sell	-134	Closed	-$6K	–	225
2013 Q3	$6K	Buy	+134	New	+$5.77K	﹤0.01%	191

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

Stevens First Principles Investment Advisors's SO Position: Q2 2018 in Review

Stevens First Principles Investment Advisors sold out of Southern Company (SO) in Q2 2018, closing a stake of 500 shares — an estimated $22K sold.

Stevens First Principles Investment Advisors first reported a position in SO in Q3 2013 and held it in 16 quarters. The position peaked at $27K in Q2 2016. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

Stevens First Principles Investment Advisors reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 500 Southern Company shares in Q2 2018, an estimated $22K.
Stevens First Principles Investment Advisors first reported a position in Southern Company in Q3 2013 and held it in 16 quarters.
Stevens First Principles Investment Advisors's Southern Company position peaked at $27K in Q2 2016.
1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.