SLWS
SO icon

Swaine & Leidel Wealth Services’s Southern Company SO Stock Holding History

Swaine & Leidel Wealth Services’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
2020
Q1 		– Sell
-3,578
Closed -$228K – 64
2019
Q4 		$228K Buy
3,578
+149
+4% +$9.23K 0.19% 55
2019
Q3 		$212K Buy
+3,429
New +$199K 0.19% 59
2019
Q2 		– Sell
-4,143
Closed -$214K – 67
2019
Q1 		$214K Buy
+4,143
New +$203K 0.27% 46

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Swaine & Leidel Wealth Services's SO Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of Southern Company (SO) in Q1 2020, closing a stake of 3,578 shares — an estimated $228K sold.

Swaine & Leidel Wealth Services first reported a position in SO in Q1 2019 and held it in 3 quarters. The position peaked at $228K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Swaine & Leidel Wealth Services reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 3,578 Southern Company shares in Q1 2020, an estimated $228K.
  • Swaine & Leidel Wealth Services first reported a position in Southern Company in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Southern Company position peaked at $228K in Q4 2019.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.