Ally Financial’s Southern Company SO Stock Holding History

Ally Financial’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
2018 Q3	–	Sell	-55,000	Closed	-$2.55M	–	129
2018 Q2	$2.55M	Buy	55,000 +30,000	+120%	+$1.34M	0.5%	66
2018 Q1	$1.12M	Buy	+25,000	New	+$1.11M	0.17%	108
2017 Q2	–	Sell	-50,000	Closed	-$2.49M	–	122
2017 Q1	$2.49M	Buy	50,000 +15,000	+43%	+$741K	0.56%	68
2016 Q4	$1.72M	Buy	+35,000	New	+$1.72M	0.29%	82
2015 Q4	–	Sell	-55,000	Closed	-$2.46M	–	137
2015 Q3	$2.46M	Hold	55,000	–	–	0.25%	87
2015 Q2	$2.3M	Buy	+55,000	New	+$2.4M	0.23%	106

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 $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ally Financial's SO Position: Q3 2018 in Review

Ally Financial sold out of Southern Company (SO) in Q3 2018, closing a stake of 55,000 shares — an estimated $2.55M sold.

Ally Financial first reported a position in SO in Q2 2015 and held it in 6 quarters. The position peaked at $2.55M in Q2 2018. 1,181 funds tracked by Wall St. Rank hold SO as of Q3 2018.

Ally Financial reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
Ally Financial sold 55,000 Southern Company shares in Q3 2018, an estimated $2.55M.
Ally Financial first reported a position in Southern Company in Q2 2015 and held it in 6 quarters.
Ally Financial's Southern Company position peaked at $2.55M in Q2 2018.
1,181 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Ally Financial's 13F filing for Q3 2018, filed 13 Nov 2018.