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Welch Investments’s Southern Company SO Stock Holding History

Welch Investments’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 		$5.41M Buy
112,491
+5,051
+5% +$257K 3.44% 5
2017
Q3 		$5.28M Buy
107,440
+7,308
+7% +$354K 3.64% 2
2017
Q2 		$4.79M Buy
100,132
+5,343
+6% +$268K 3.56% 2
2017
Q1 		$4.72M Buy
94,789
+5,381
+6% +$266K 3.74% 1
2016
Q4 		$4.4M Buy
+89,408
New +$4.39M 3.85% 1

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Welch Investments's SO Position: Q4 2017 in Review

Welch Investments increased its Southern Company (SO) stake by 4.7% in Q4 2017, buying an estimated $257K and bringing the position to 112,491 shares worth $5.41M. The position accounts for 3.44% of the portfolio, ranked #5.

Welch Investments first reported a position in SO in Q4 2016 and has held it in 5 quarters since. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Welch Investments held 112,491 shares of Southern Company worth $5.41M as of Q4 2017.
  • Welch Investments bought 5,051 Southern Company shares in Q4 2017, an estimated $257K.
  • Southern Company made up 3.44% of Welch Investments's portfolio in Q4 2017, its #5 holding.
  • Welch Investments first reported a position in Southern Company in Q4 2016 and has held it in 5 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.