Weil Company’s Southern Company SO Stock Holding History

Weil Company’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 Q4	–	Sell	-1,100	Closed	-$68K	–	292
2019 Q3	$68K	Buy	+1,100	New	+$63.8K	0.05%	164

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

Weil Company's SO Position: Q4 2019 in Review

Weil Company sold out of Southern Company (SO) in Q4 2019, closing a stake of 1,100 shares — an estimated $68K sold.

Weil Company first reported a position in SO in Q3 2019 and held it in 1 quarter. The position peaked at $68K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

Weil Company reported no remaining Southern Company position as of Q4 2019 after selling out during the quarter.
Weil Company sold 1,100 Southern Company shares in Q4 2019, an estimated $68K.
Weil Company first reported a position in Southern Company in Q3 2019 and held it in 1 quarter.
Weil Company's Southern Company position peaked at $68K in Q3 2019.
1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.