Agran Libbie’s Southern Company SO Stock Holding History

Agran Libbie’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 Q1	$1.6M	Sell	32,163 -6,161	-16%	-$304K	0.38%	63
2016 Q4	$1.89M	Sell	38,324 -1,000	-3%	-$49.1K	0.46%	59
2016 Q3	$2.02M	Sell	39,324 -550	-1%	-$29K	0.58%	50
2016 Q2	$2.14M	Sell	39,874 -1,200	-3%	-$60.4K	0.53%	57
2016 Q1	$2.13M	Hold	41,074	–	–	0.54%	58
2015 Q4	$1.92M	Sell	41,074 -900	-2%	-$40.8K	0.51%	62
2015 Q3	$1.88M	Sell	41,974 -200	-0.5%	-$8.77K	0.52%	58
2015 Q2	$1.77M	Sell	42,174 -875	-2%	-$38.1K	0.46%	58
2015 Q1	$1.91M	Sell	43,049 -300	-0.7%	-$14.3K	0.45%	60
2014 Q4	$2.13M	Sell	43,349 -14,250	-25%	-$673K	0.51%	58
2014 Q3	$2.51M	Sell	57,599 -2,725	-5%	-$120K	0.61%	50
2014 Q2	$2.74M	Sell	60,324 -833	-1%	-$36.8K	0.7%	48
2014 Q1	$2.69M	Sell	61,157 -3,430	-5%	-$144K	0.72%	47
2013 Q4	$2.65M	Sell	64,587 -900	-1%	-$37.1K	0.7%	49
2013 Q3	$2.7M	Sell	65,487 -950	-1%	-$40.9K	0.78%	45
2013 Q2	$2.93M	Buy	+66,437	New	+$3.06M	0.85%	43

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Agran Libbie's SO Position: Q1 2017 in Review

Agran Libbie reduced its Southern Company (SO) stake by 16% in Q1 2017, selling an estimated $304K and leaving 32,163 shares worth $1.6M. The position accounts for 0.38% of the portfolio, ranked #63.

Agran Libbie first reported a position in SO in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.93M in Q2 2013. 1,193 funds tracked by Wall St. Rank hold SO as of Q1 2017.

Agran Libbie held 32,163 shares of Southern Company worth $1.6M as of Q1 2017.
Agran Libbie sold 6,161 Southern Company shares in Q1 2017, an estimated $304K.
Southern Company made up 0.38% of Agran Libbie's portfolio in Q1 2017, its #63 holding.
Agran Libbie first reported a position in Southern Company in Q2 2013 and has held it in 16 quarters since.
Agran Libbie's Southern Company position peaked at $2.93M in Q2 2013.
1,193 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.