Blue Sky Asset Management’s Southern Company SO Stock Holding History

Blue Sky 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
2018 Q2	–	Sell	-5,712	Closed	-$255K	–	113
2018 Q1	$255K	Buy	+5,712	New	+$254K	0.19%	66

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Sky Asset Management's SO Position: Q2 2018 in Review

Blue Sky Asset Management sold out of Southern Company (SO) in Q2 2018, closing a stake of 5,712 shares — an estimated $255K sold.

Blue Sky Asset Management first reported a position in SO in Q1 2018 and held it in 1 quarter. The position peaked at $255K in Q1 2018. 1,181 funds tracked by Wall St. Rank hold SO as of Q2 2018.

Blue Sky Asset Management reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
Blue Sky Asset Management sold 5,712 Southern Company shares in Q2 2018, an estimated $255K.
Blue Sky Asset Management first reported a position in Southern Company in Q1 2018 and held it in 1 quarter.
Blue Sky Asset Management's Southern Company position peaked at $255K in Q1 2018.
1,181 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Blue Sky Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.