WDL
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Well Done LLC’s Southern Company SO Stock Holding History

Well Done LLC’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
-1,673
Closed -$73K – 573
2018
Q4 		$73K Buy
+1,673
New +$76.1K 0.02% 230
2018
Q2 		– Sell
-2,244
Closed -$100K – 462
2018
Q1 		$100K Buy
+2,244
New +$99.6K 0.03% 166

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Well Done LLC's SO Position: Q1 2019 in Review

Well Done LLC sold out of Southern Company (SO) in Q1 2019, closing a stake of 1,673 shares — an estimated $73K sold.

Well Done LLC first reported a position in SO in Q1 2018 and held it in 2 quarters. The position peaked at $100K in Q1 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Well Done LLC reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 1,673 Southern Company shares in Q1 2019, an estimated $73K.
  • Well Done LLC first reported a position in Southern Company in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Southern Company position peaked at $100K in Q1 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.