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Ashfield Capital Partners’s Southern Company SO Stock Holding History

Ashfield Capital Partners’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,200
Closed -$225K – 250
2016
Q2 		$225K Buy
4,200
+200
+5% +$10.7K 0.02% 234
2016
Q1 		$207K Buy
+4,000
New +$207K 0.02% 243