Truepoint Inc’s Southern Company SO Stock Holding History

Truepoint Inc’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
2017 Q4	–	Sell	-1,133	Closed	-$56K	–	107
2017 Q3	$56K	Sell	1,133 -3,467	-75%	-$168K	0.01%	100
2017 Q2	$229K	Buy	+4,600	New	+$231K	0.02%	94

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Truepoint Inc's SO Position: Q4 2017 in Review

Truepoint Inc sold out of Southern Company (SO) in Q4 2017, closing a stake of 1,133 shares — an estimated $56K sold.

Truepoint Inc first reported a position in SO in Q2 2017 and held it in 2 quarters. The position peaked at $229K in Q2 2017. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

Truepoint Inc reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
Truepoint Inc sold 1,133 Southern Company shares in Q4 2017, an estimated $56K.
Truepoint Inc first reported a position in Southern Company in Q2 2017 and held it in 2 quarters.
Truepoint Inc's Southern Company position peaked at $229K in Q2 2017.
1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Truepoint Inc's 13F filing for Q4 2017, filed 5 Feb 2018.