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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AHL Partners's SO Position: Q4 2017 in Review

AHL Partners sold out of Southern Company (SO) in Q4 2017, closing a stake of 17,387 shares — an estimated $855K sold.

AHL Partners first reported a position in SO in Q3 2014 and held it in 8 quarters. The position peaked at $3.96M in Q4 2014. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • AHL Partners reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 17,387 Southern Company shares in Q4 2017, an estimated $855K.
  • AHL Partners first reported a position in Southern Company in Q3 2014 and held it in 8 quarters.
  • AHL Partners's Southern Company position peaked at $3.96M in Q4 2014.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.