Taylor Wealth Management Partners’s Southern Company SO Stock Holding History

Taylor Wealth Management Partners’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	-810	Closed	-$36K	–	105
2018 Q4	$36K	Sell	810 -167	-17%	-$7.59K	0.02%	63
2018 Q3	$43K	Hold	977	–	–	0.02%	74
2018 Q2	$45K	Hold	977	–	–	0.02%	76
2018 Q1	$44K	Hold	977	–	–	0.02%	74
2017 Q4	$47K	Sell	977 -58	-6%	-$2.96K	0.02%	97
2017 Q3	$51K	Hold	1,035	–	–	0.02%	99
2017 Q2	$50K	Hold	1,035	–	–	0.02%	100
2017 Q1	$52K	Sell	1,035 -850	-45%	-$42K	0.02%	101
2016 Q4	$93K	Sell	1,885 -910	-33%	-$44.7K	0.04%	81
2016 Q3	$143K	Sell	2,795 -50	-2%	-$2.63K	0.06%	60
2016 Q2	$153K	Hold	2,845	–	–	0.06%	54
2016 Q1	$147K	Hold	2,845	–	–	0.07%	48
2015 Q4	$133K	Sell	2,845 -55	-2%	-$2.49K	0.06%	54
2015 Q3	$130K	Hold	2,900	–	–	0.06%	49
2015 Q2	$122K	Sell	2,900 -400	-12%	-$17.4K	0.04%	58
2015 Q1	$146K	Buy	+3,300	New	+$157K	0.05%	57

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Taylor Wealth Management Partners's SO Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Southern Company (SO) in Q1 2019, closing a stake of 810 shares — an estimated $36K sold.

Taylor Wealth Management Partners first reported a position in SO in Q1 2015 and held it in 16 quarters. The position peaked at $153K in Q2 2016. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 810 Southern Company shares in Q1 2019, an estimated $36K.
Taylor Wealth Management Partners first reported a position in Southern Company in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Southern Company position peaked at $153K in Q2 2016.
1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.