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BB&T Investment Services’s Southern Company SO Stock Holding History

BB&T Investment Services’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 		$572K Buy
11,571
+841
+8% +$42.9K 0.1% 182
2017
Q3 		$547K Buy
10,730
+1,044
+11% +$50.6K 0.11% 167
2017
Q2 		$473K Sell
9,686
-1,956
-17% -$98.1K 0.12% 163
2017
Q1 		$579K Buy
11,642
+4,178
+56% +$206K 0.23% 99
2016
Q4 		$366K Buy
+7,464
New +$367K 0.27% 90

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BB&T Investment Services's SO Position: Q4 2017 in Review

BB&T Investment Services increased its Southern Company (SO) stake by 7.8% in Q4 2017, buying an estimated $42.9K and bringing the position to 11,571 shares worth $572K. The position accounts for 0.1% of the portfolio, ranked #182.

BB&T Investment Services first reported a position in SO in Q4 2016 and has held it in 5 quarters since. The position peaked at $579K in Q1 2017. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • BB&T Investment Services held 11,571 shares of Southern Company worth $572K as of Q4 2017.
  • BB&T Investment Services bought 841 Southern Company shares in Q4 2017, an estimated $42.9K.
  • Southern Company made up 0.1% of BB&T Investment Services's portfolio in Q4 2017, its #182 holding.
  • BB&T Investment Services first reported a position in Southern Company in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Southern Company position peaked at $579K in Q1 2017.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.