Americafirst Capital Management’s Southern Company SO Stock Holding History

Americafirst Capital Management’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	–	Sell	-34,465	Closed	-$1.7M	–	239
2016 Q4	$1.7M	Buy	+34,465	New	+$1.69M	1.78%	27
2015 Q3	–	Sell	-13,738	Closed	-$576K	–	210
2015 Q2	$576K	Buy	+13,738	New	+$599K	0.31%	132
2015 Q1	–	Sell	-20,826	Closed	-$1.02M	–	334
2014 Q4	$1.02M	Buy	+20,826	New	+$983K	0.5%	67

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Americafirst Capital Management's SO Position: Q1 2017 in Review

Americafirst Capital Management sold out of Southern Company (SO) in Q1 2017, closing a stake of 34,465 shares — an estimated $1.7M sold.

Americafirst Capital Management first reported a position in SO in Q4 2014 and held it in 3 quarters. The position peaked at $1.7M in Q4 2016. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

Americafirst Capital Management reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
Americafirst Capital Management sold 34,465 Southern Company shares in Q1 2017, an estimated $1.7M.
Americafirst Capital Management first reported a position in Southern Company in Q4 2014 and held it in 3 quarters.
Americafirst Capital Management's Southern Company position peaked at $1.7M in Q4 2016.
1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Americafirst Capital Management's 13F filing for Q1 2017, filed 17 Apr 2017.