Banco BTG Pactual’s Southern Company SO Stock Holding History

Banco BTG Pactual’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 Q3	–	Sell	-10,000	Closed	-$479K	–	95
2017 Q2	$479K	Buy	+10,000	New	+$501K	0.17%	41

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

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

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

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

Banco BTG Pactual's SO Position: Q3 2017 in Review

Banco BTG Pactual sold out of Southern Company (SO) in Q3 2017, closing a stake of 10,000 shares — an estimated $479K sold.

Banco BTG Pactual first reported a position in SO in Q2 2017 and held it in 1 quarter. The position peaked at $479K in Q2 2017. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

Banco BTG Pactual reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
Banco BTG Pactual sold 10,000 Southern Company shares in Q3 2017, an estimated $479K.
Banco BTG Pactual first reported a position in Southern Company in Q2 2017 and held it in 1 quarter.
Banco BTG Pactual's Southern Company position peaked at $479K in Q2 2017.
1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on Banco BTG Pactual's 13F filing for Q3 2017, filed 14 Nov 2017.