American National Insurance’s Southern Company SO Stock Holding History

American National Insurance’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	-12,774	Closed	-$628K	–	352
2017 Q3	$628K	Hold	12,774	–	–	0.03%	285
2017 Q2	$612K	Hold	12,774	–	–	0.03%	278
2017 Q1	$636K	Hold	12,774	–	–	0.04%	276
2016 Q4	$628K	Hold	12,774	–	–	0.04%	267
2016 Q3	$655K	Hold	12,774	–	–	0.04%	292
2016 Q2	$685K	Hold	12,774	–	–	0.04%	282
2016 Q1	$661K	Hold	12,774	–	–	0.04%	290
2015 Q4	$598K	Hold	12,774	–	–	0.04%	300
2015 Q3	$571K	Hold	12,774	–	–	0.04%	296
2015 Q2	$535K	Hold	12,774	–	–	0.03%	302
2015 Q1	$566K	Hold	12,774	–	–	0.03%	296
2014 Q4	$627K	Sell	12,774 -89,437	-88%	-$4.22M	0.04%	287
2014 Q3	$4.46M	Hold	102,211	–	–	0.27%	120
2014 Q2	$4.64M	Hold	102,211	–	–	0.28%	120
2014 Q1	$4.49M	Hold	102,211	–	–	0.29%	117
2013 Q4	$4.2M	Hold	102,211	–	–	0.27%	123
2013 Q3	$4.21M	Buy	102,211 +19,925	+24%	+$858K	0.3%	114
2013 Q2	$3.63M	Buy	+82,286	New	+$3.78M	0.27%	120

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American National Insurance's SO Position: Q4 2017 in Review

American National Insurance sold out of Southern Company (SO) in Q4 2017, closing a stake of 12,774 shares — an estimated $628K sold.

American National Insurance first reported a position in SO in Q2 2013 and held it in 18 quarters. The position peaked at $4.64M in Q2 2014. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

American National Insurance reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
American National Insurance sold 12,774 Southern Company shares in Q4 2017, an estimated $628K.
American National Insurance first reported a position in Southern Company in Q2 2013 and held it in 18 quarters.
American National Insurance's Southern Company position peaked at $4.64M in Q2 2014.
1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on American National Insurance's 13F filing for Q4 2017, filed 14 Feb 2018.