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AHL Partners’s Southern Company SO Stock Holding History

AHL 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
2017
Q4 		– Sell
-17,387
Closed -$855K – 1362
2017
Q3 		$855K Buy
17,387
+409
+2% +$19.8K 0.02% 920
2017
Q2 		$813K Buy
16,978
+6,489
+62% +$325K 0.02% 841
2017
Q1 		$522K Buy
+10,489
New +$518K 0.01% 951
2016
Q3 		– Sell
-10,069
Closed -$540K – 1156
2016
Q2 		$540K Sell
10,069
-2,734
-21% -$137K 0.03% 591
2016
Q1 		$662K Buy
+12,803
New +$624K 0.04% 496
2015
Q4 		– Sell
-4,628
Closed -$207K – 764
2015
Q3 		$207K Buy
+4,628
New +$203K 0.03% 656
2015
Q1 		– Sell
-80,646
Closed -$3.96M – 838
2014
Q4 		$3.96M Buy
80,646
+45,362
+129% +$2.14M 0.2% 162
2014
Q3 		$1.54M Buy
+35,284
New +$1.55M 0.12% 308

Other funds holding SO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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