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Chilton Investment Company’s Southern Company SO Stock Holding History

Chilton Investment Company’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
Q1 		– Sell
-5,200
Closed -$250K – 141
2017
Q4 		$250K Buy
+5,200
New +$265K 0.01% 116

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Chilton Investment Company's SO Position: Q1 2018 in Review

Chilton Investment Company sold out of Southern Company (SO) in Q1 2018, closing a stake of 5,200 shares — an estimated $250K sold.

Chilton Investment Company first reported a position in SO in Q4 2017 and held it in 1 quarter. The position peaked at $250K in Q4 2017. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

  • Chilton Investment Company reported no remaining Southern Company position as of Q1 2018 after selling out during the quarter.
  • Chilton Investment Company sold 5,200 Southern Company shares in Q1 2018, an estimated $250K.
  • Chilton Investment Company first reported a position in Southern Company in Q4 2017 and held it in 1 quarter.
  • Chilton Investment Company's Southern Company position peaked at $250K in Q4 2017.
  • 1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on Chilton Investment Company's 13F filing for Q1 2018, filed 11 May 2018.