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Wealthfront’s Southern Company SO Stock Holding History

Wealthfront’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
Q3 		$1.84M Sell
42,105
-6,340
-13% -$292K 0.02% 137
2018
Q2 		$2.24M Sell
48,445
-22,355
-32% -$1M 0.02% 112
2018
Q1 		$3.16M Buy
70,800
+12,192
+21% +$541K 0.03% 86
2017
Q4 		$2.82M Buy
58,608
+19,656
+50% +$1M 0.03% 85
2017
Q3 		$1.91M Buy
38,952
+9,392
+32% +$455K 0.02% 117
2017
Q2 		$1.42M Buy
29,560
+1,771
+6% +$88.8K 0.02% 120
2017
Q1 		$1.38M Buy
27,789
+4,864
+21% +$240K 0.02% 112
2016
Q4 		$1.13M Sell
22,925
-5,086
-18% -$250K 0.02% 107
2016
Q3 		$1.44M Buy
28,011
+2,087
+8% +$110K 0.03% 79
2016
Q2 		$1.39M Buy
25,924
+429
+2% +$21.6K 0.04% 79
2016
Q1 		$1.32M Buy
25,495
+6,121
+32% +$298K 0.04% 77
2015
Q4 		$907K Buy
19,374
+2,271
+13% +$103K 0.03% 88
2015
Q3 		$765K Buy
17,103
+9,708
+131% +$426K 0.03% 97
2015
Q2 		$310K Sell
7,395
-1,065
-13% -$46.4K 0.01% 187
2015
Q1 		$375K Buy
8,460
+876
+12% +$41.6K 0.02% 116
2014
Q4 		$372K Buy
7,584
+850
+13% +$40.1K 0.02% 94
2014
Q3 		$294K Buy
6,734
+1,504
+29% +$66.1K 0.02% 101
2014
Q2 		$230K Buy
5,230
+1,323
+34% +$58.5K 0.02% 92
2014
Q1 		$170K Buy
+3,907
New +$164K 0.02% 70

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's SO Position: Q3 2018 in Review

Wealthfront reduced its Southern Company (SO) stake by 13% in Q3 2018, selling an estimated $292K and leaving 42,105 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #137.

Wealthfront first reported a position in SO in Q1 2014 and has held it in 19 quarters since. The position peaked at $3.16M in Q1 2018. 1,182 funds tracked by Wall St. Rank hold SO as of Q3 2018.

  • Wealthfront held 42,105 shares of Southern Company worth $1.84M as of Q3 2018.
  • Wealthfront sold 6,340 Southern Company shares in Q3 2018, an estimated $292K.
  • Southern Company made up 0.02% of Wealthfront's portfolio in Q3 2018, its #137 holding.
  • Wealthfront first reported a position in Southern Company in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Southern Company position peaked at $3.16M in Q1 2018.
  • 1,182 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.