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AMF Tjänstepension’s Southern Company SO Stock Holding History

AMF Tjänstepension’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
Q1 		– Sell
-160,485
Closed -$7.72M – 183
2017
Q4 		$7.72M Sell
160,485
-13,500
-8% -$688K 0.08% 161
2017
Q3 		$8.55M Sell
173,985
-6,430
-4% -$312K 0.09% 154
2017
Q2 		$8.98M Hold
180,415
– – 0.1% 155
2017
Q1 		$8.98M Buy
180,415
+21,800
+14% +$1.08M 0.1% 155
2016
Q4 		$7.8M Buy
158,615
+49,700
+46% +$2.44M 0.09% 159
2016
Q3 		$5.59M Sell
108,915
-14,700
-12% -$774K 0.07% 161
2016
Q2 		$6.63M Buy
+123,615
New +$6.22M 0.09% 146

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AMF Tjänstepension's SO Position: Q1 2018 in Review

AMF Tjänstepension sold out of Southern Company (SO) in Q1 2018, closing a stake of 160,485 shares — an estimated $7.72M sold.

AMF Tjänstepension first reported a position in SO in Q2 2016 and held it in 7 quarters. The position peaked at $8.98M in Q2 2017. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

  • AMF Tjänstepension reported no remaining Southern Company position as of Q1 2018 after selling out during the quarter.
  • AMF Tjänstepension sold 160,485 Southern Company shares in Q1 2018, an estimated $7.72M.
  • AMF Tjänstepension first reported a position in Southern Company in Q2 2016 and held it in 7 quarters.
  • AMF Tjänstepension's Southern Company position peaked at $8.98M in Q2 2017.
  • 1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on AMF Tjänstepension's 13F filing for Q1 2018, filed 10 May 2018.