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Autus Asset Management’s Southern Company SO Stock Holding History

Autus Asset 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
2019
Q2 		– Sell
-6,699
Closed -$346K – 156
2019
Q1 		$346K Sell
6,699
-267
-4% -$13.1K 0.06% 127
2018
Q4 		$306K Hold
6,966
– – 0.06% 118
2018
Q3 		$303K Sell
6,966
-1,200
-15% -$55.3K 0.05% 128
2018
Q2 		$378K Sell
8,166
-175
-2% -$7.83K 0.07% 118
2018
Q1 		$372K Sell
8,341
-609
-7% -$27K 0.07% 120
2017
Q4 		$431K Hold
8,950
– – 0.08% 116
2017
Q3 		$440K Buy
8,950
+500
+6% +$24.2K 0.08% 122
2017
Q2 		$405K Sell
8,450
-300
-3% -$15K 0.08% 123
2017
Q1 		$435K Sell
8,750
-200
-2% -$9.88K 0.09% 123
2016
Q4 		$440K Sell
8,950
-275
-3% -$13.5K 0.1% 118
2016
Q3 		$473K Buy
9,225
+425
+5% +$22.4K 0.11% 116
2016
Q2 		$472K Sell
8,800
-150
-2% -$7.54K 0.11% 120
2016
Q1 		$463K Sell
8,950
-400
-4% -$19.5K 0.11% 117
2015
Q4 		$438K Sell
9,350
-400
-4% -$18.1K 0.11% 118
2015
Q3 		$436K Hold
9,750
– – 0.13% 96
2015
Q2 		$408K Sell
9,750
-275
-3% -$12K 0.11% 101
2015
Q1 		$444K Hold
10,025
– – 0.12% 99
2014
Q4 		$492K Hold
10,025
– – 0.15% 82
2014
Q3 		$438K Sell
10,025
-200
-2% -$8.79K 0.15% 84
2014
Q2 		$464K Sell
10,225
-1,200
-11% -$53.1K 0.16% 84
2014
Q1 		$502K Hold
11,425
– – 0.19% 77
2013
Q4 		$470K Sell
11,425
-1,350
-11% -$55.7K 0.18% 78
2013
Q3 		$526K Sell
12,775
-3,200
-20% -$138K 0.22% 76
2013
Q2 		$705K Buy
+15,975
New +$735K 0.32% 65

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Autus Asset Management's SO Position: Q2 2019 in Review

Autus Asset Management sold out of Southern Company (SO) in Q2 2019, closing a stake of 6,699 shares — an estimated $346K sold.

Autus Asset Management first reported a position in SO in Q2 2013 and held it in 24 quarters. The position peaked at $705K in Q2 2013. 1,273 funds tracked by Wall St. Rank hold SO as of Q2 2019.

  • Autus Asset Management reported no remaining Southern Company position as of Q2 2019 after selling out during the quarter.
  • Autus Asset Management sold 6,699 Southern Company shares in Q2 2019, an estimated $346K.
  • Autus Asset Management first reported a position in Southern Company in Q2 2013 and held it in 24 quarters.
  • Autus Asset Management's Southern Company position peaked at $705K in Q2 2013.
  • 1,273 funds tracked by Wall St. Rank held Southern Company as of Q2 2019.

Based on Autus Asset Management's 13F filing for Q2 2019, filed 15 Jul 2019.