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AlphaOne Investment Services’s Southern Company SO Stock Holding History

AlphaOne Investment Services’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
Q2 		– Sell
-1,099
Closed -$49K – 412
2018
Q1 		$49K Buy
1,099
+112
+11% +$4.97K 0.01% 295
2017
Q4 		$47K Buy
+987
New +$50.3K 0.01% 211

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaOne Investment Services's SO Position: Q2 2018 in Review

AlphaOne Investment Services sold out of Southern Company (SO) in Q2 2018, closing a stake of 1,099 shares — an estimated $49K sold.

AlphaOne Investment Services first reported a position in SO in Q4 2017 and held it in 2 quarters. The position peaked at $49K in Q1 2018. 1,181 funds tracked by Wall St. Rank hold SO as of Q2 2018.

  • AlphaOne Investment Services reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 1,099 Southern Company shares in Q2 2018, an estimated $49K.
  • AlphaOne Investment Services first reported a position in Southern Company in Q4 2017 and held it in 2 quarters.
  • AlphaOne Investment Services's Southern Company position peaked at $49K in Q1 2018.
  • 1,181 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.