YorkBridge Wealth Partners’s Southern Company SO Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-500	Closed	-$28K	–	567
2019 Q2	$28K	Hold	500	–	–	0.01%	427
2019 Q1	$26K	Hold	500	–	–	0.01%	431
2018 Q4	$22K	Hold	500	–	–	0.01%	445
2018 Q3	$22K	Hold	500	–	–	0.01%	502
2018 Q2	$23K	Hold	500	–	–	0.01%	506
2018 Q1	$22K	Hold	500	–	–	0.01%	500
2017 Q4	$22K	Hold	500	–	–	0.01%	489
2017 Q3	$25K	Hold	500	–	–	0.01%	468
2017 Q2	$24K	Hold	500	–	–	0.01%	466
2017 Q1	$25K	Hold	500	–	–	0.01%	457
2016 Q4	$24K	Buy	+500	New	+$24.6K	0.01%	452

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 $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

YorkBridge Wealth Partners's SO Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Southern Company (SO) in Q3 2019, closing a stake of 500 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in SO in Q4 2016 and held it in 11 quarters. The position peaked at $28K in Q2 2019. 1,319 funds tracked by Wall St. Rank hold SO as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Southern Company position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 Southern Company shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in Southern Company in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Southern Company position peaked at $28K in Q2 2019.
1,319 funds tracked by Wall St. Rank held Southern Company as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.