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Bellwether Investment Group’s Southern Company SO Stock Holding History

Bellwether Investment Group’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 		$234K Buy
4,881
+19
+0.4% +$968 0.94% 52
2017
Q3 		$239K Buy
4,862
+21
+0.4% +$1.02K 1.12% 41
2017
Q2 		$232K Sell
4,841
-440
-8% -$22.1K 1.07% 46
2017
Q1 		$263K Sell
5,281
-9,288
-64% -$459K 0.69% 39
2016
Q4 		$717K Buy
+14,569
New +$716K 0.64% 28
2016
Q2 		$621K Buy
+11,588
New +$583K 0.68% 28

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

Bellwether Investment Group's SO Position: Q4 2017 in Review

Bellwether Investment Group increased its Southern Company (SO) stake by 0.39% in Q4 2017, buying an estimated $968 and bringing the position to 4,881 shares worth $234K. The position accounts for 0.94% of the portfolio, ranked #52.

Bellwether Investment Group first reported a position in SO in Q2 2016 and has held it in 6 quarters since. The position peaked at $717K in Q4 2016. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Bellwether Investment Group held 4,881 shares of Southern Company worth $234K as of Q4 2017.
  • Bellwether Investment Group bought 19 Southern Company shares in Q4 2017, an estimated $968.
  • Southern Company made up 0.94% of Bellwether Investment Group's portfolio in Q4 2017, its #52 holding.
  • Bellwether Investment Group first reported a position in Southern Company in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Southern Company position peaked at $717K in Q4 2016.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.