Cypress Asset Management’s Southern Company SO Stock Holding History

Cypress 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
2016 Q2	–	Sell	-8,880	Closed	-$459K	–	208
2016 Q1	$459K	Sell	8,880 -125	-1%	-$6.09K	0.09%	140
2015 Q4	$421K	Hold	9,005	–	–	0.08%	142
2015 Q3	$403K	Sell	9,005 -25	-0.3%	-$1.1K	0.08%	141
2015 Q2	$378K	Hold	9,030	–	–	0.07%	155
2015 Q1	$400K	Sell	9,030 -600	-6%	-$28.5K	0.07%	149
2014 Q4	$473K	Buy	9,630 +1,000	+12%	+$47.2K	0.09%	141
2014 Q3	$377K	Sell	8,630 -200	-2%	-$8.79K	0.07%	158
2014 Q2	$401K	Buy	+8,830	New	+$390K	0.07%	159

Other funds holding SO

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Cypress Asset Management's SO Position: Q2 2016 in Review

Cypress Asset Management sold out of Southern Company (SO) in Q2 2016, closing a stake of 8,880 shares — an estimated $459K sold.

Cypress Asset Management first reported a position in SO in Q2 2014 and held it in 8 quarters. The position peaked at $473K in Q4 2014. 1,150 funds tracked by Wall St. Rank hold SO as of Q2 2016.

Cypress Asset Management reported no remaining Southern Company position as of Q2 2016 after selling out during the quarter.
Cypress Asset Management sold 8,880 Southern Company shares in Q2 2016, an estimated $459K.
Cypress Asset Management first reported a position in Southern Company in Q2 2014 and held it in 8 quarters.
Cypress Asset Management's Southern Company position peaked at $473K in Q4 2014.
1,150 funds tracked by Wall St. Rank held Southern Company as of Q2 2016.

Based on Cypress Asset Management's 13F filing for Q2 2016, filed 19 Jul 2016.