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Bridges Investment Counsel’s Southern Company SO Stock Holding History

Bridges Investment Counsel’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 		$395K Buy
8,200
+500
+6% +$25.5K 0.22% 98
2017
Q3 		$379K Sell
7,700
-5,175
-40% -$251K 0.21% 99
2017
Q2 		$616K Buy
12,875
+2,175
+20% +$109K 0.14% 105
2017
Q1 		$533K Sell
10,700
-2,275
-18% -$112K 0.16% 94
2016
Q4 		$638K Hold
12,975
– – 0.16% 104
2016
Q3 		$666K Sell
12,975
-900
-6% -$47.4K 0.14% 102
2016
Q2 		$744K Sell
13,875
-900
-6% -$45.3K 0.16% 101
2016
Q1 		$765K Buy
14,775
+3,723
+34% +$181K 0.16% 99
2015
Q4 		$464K Hold
11,052
– – 0.08% 105
2015
Q3 		$464K Sell
11,052
-3,923
-26% -$172K 0.08% 105
2015
Q2 		$628K Sell
14,975
-2,400
-14% -$105K 0.15% 110
2015
Q1 		$770K Sell
17,375
-300
-2% -$14.3K 0.18% 108
2014
Q4 		$868K Buy
17,675
+1,200
+7% +$56.7K 0.2% 101
2014
Q3 		$719K Buy
16,475
+1,650
+11% +$72.5K 0.17% 108
2014
Q2 		$672K Buy
14,825
+375
+3% +$16.6K 0.15% 112
2014
Q1 		$635K Buy
14,450
+590
+4% +$24.7K 0.15% 111
2013
Q4 		$570K Buy
13,860
+2,900
+26% +$120K 0.13% 115
2013
Q3 		$452K Buy
10,960
+1,205
+12% +$51.9K 0.11% 124
2013
Q2 		$431K Buy
+9,755
New +$449K 0.11% 121

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

Bridges Investment Counsel's SO Position: Q4 2017 in Review

Bridges Investment Counsel increased its Southern Company (SO) stake by 6.5% in Q4 2017, buying an estimated $25.5K and bringing the position to 8,200 shares worth $395K. The position accounts for 0.22% of the portfolio, ranked #98.

Bridges Investment Counsel first reported a position in SO in Q2 2013 and has held it in 19 quarters since. The position peaked at $868K in Q4 2014. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Bridges Investment Counsel held 8,200 shares of Southern Company worth $395K as of Q4 2017.
  • Bridges Investment Counsel bought 500 Southern Company shares in Q4 2017, an estimated $25.5K.
  • Southern Company made up 0.22% of Bridges Investment Counsel's portfolio in Q4 2017, its #98 holding.
  • Bridges Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's Southern Company position peaked at $868K in Q4 2014.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.