Tech Square Trading’s Southern Company SO Stock Holding History

Tech Square Trading’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	-6,362	Closed	-$279K	–	137
2018 Q4	$279K	Buy	+6,362	New	+$289K	1.94%	24

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tech Square Trading's SO Position: Q1 2019 in Review

Tech Square Trading sold out of Southern Company (SO) in Q1 2019, closing a stake of 6,362 shares — an estimated $279K sold.

Tech Square Trading first reported a position in SO in Q4 2018 and held it in 1 quarter. The position peaked at $279K in Q4 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

Tech Square Trading reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
Tech Square Trading sold 6,362 Southern Company shares in Q1 2019, an estimated $279K.
Tech Square Trading first reported a position in Southern Company in Q4 2018 and held it in 1 quarter.
Tech Square Trading's Southern Company position peaked at $279K in Q4 2018.
1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Tech Square Trading's 13F filing for Q1 2019, filed 9 May 2019.