Crow Point Partners’s Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 SOJC Stock Holding History

Crow Point Partners’s Portfolio SOJC Stock Details SOJC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-111,000	Closed	-$2.78M	–	284
2017 Q4	$2.78M	Buy	+111,000	New	+$2.79M	0.44%	44

Other funds holding SOJC

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Crow Point Partners's SOJC Position: Q1 2018 in Review

Crow Point Partners sold out of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) in Q1 2018, closing a stake of 111,000 shares — an estimated $2.78M sold.

Crow Point Partners first reported a position in SOJC in Q4 2017 and held it in 1 quarter. The position peaked at $2.78M in Q4 2017. 2 funds tracked by Wall St. Rank hold SOJC as of Q1 2018.

Crow Point Partners reported no remaining Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position as of Q1 2018 after selling out during the quarter.
Crow Point Partners sold 111,000 Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 shares in Q1 2018, an estimated $2.78M.
Crow Point Partners first reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in Q4 2017 and held it in 1 quarter.
Crow Point Partners's Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position peaked at $2.78M in Q4 2017.
2 funds tracked by Wall St. Rank held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 as of Q1 2018.

Based on Crow Point Partners's 13F filing for Q1 2018, filed 10 Apr 2018.