WealthOne’s Southern Company SO Stock Holding History

WealthOne’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	-117	Closed	-$5K	–	464
2018 Q4	$5K	Buy	+117	New	+$5.32K	﹤0.01%	474

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

WealthOne's SO Position: Q1 2019 in Review

WealthOne sold out of Southern Company (SO) in Q1 2019, closing a stake of 117 shares — an estimated $5K sold.

WealthOne first reported a position in SO in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

WealthOne reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
WealthOne sold 117 Southern Company shares in Q1 2019, an estimated $5K.
WealthOne first reported a position in Southern Company in Q4 2018 and held it in 1 quarter.
WealthOne's Southern Company position peaked at $5K in Q4 2018.
1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.