Cypress Capital Management (Wyoming)’s Southern Company SO Stock Holding History

Cypress Capital Management (Wyoming)’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
2020 Q1	–	Sell	-19,781	Closed	-$1.26M	–	195
2019 Q4	$1.26M	Sell	19,781 -1,140	-5%	-$70.6K	1.19%	27
2019 Q3	$1.29M	Sell	20,921 -36	-0.2%	-$2.09K	1.52%	22
2019 Q2	$1.16M	Sell	20,957 -8	-0%	-$428	1.38%	25
2019 Q1	$1.08M	Buy	20,965 +18,647	+804%	+$914K	1.45%	24
2018 Q4	$102K	Buy	+2,318	New	+$105K	0.2%	80
2017 Q1	–	Sell	-500	Closed	-$24.6K	–	287
2016 Q4	$24.6K	Hold	500	–	–	0.03%	169
2016 Q3	$25.6K	Buy	500 +200	+67%	+$10.5K	0.03%	143
2016 Q2	$16.1K	Sell	300 -200	-40%	-$10.1K	0.02%	151
2016 Q1	$25.9K	Hold	500	–	–	0.03%	133
2015 Q4	$23.4K	Hold	500	–	–	0.03%	143
2015 Q3	$22.4K	Hold	500	–	–	0.03%	146
2015 Q2	$20.9K	Hold	500	–	–	0.02%	173
2015 Q1	$22.1K	Buy	+500	New	+$23.8K	0.03%	159

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s SO Position: Q1 2020 in Review

Cypress Capital Management (Wyoming) sold out of Southern Company (SO) in Q1 2020, closing a stake of 19,781 shares — an estimated $1.26M sold.

Cypress Capital Management (Wyoming) first reported a position in SO in Q1 2015 and held it in 13 quarters. The position peaked at $1.29M in Q3 2019. 1,362 funds tracked by Wall St. Rank hold SO as of Q1 2020.

Cypress Capital Management (Wyoming) reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 19,781 Southern Company shares in Q1 2020, an estimated $1.26M.
Cypress Capital Management (Wyoming) first reported a position in Southern Company in Q1 2015 and held it in 13 quarters.
Cypress Capital Management (Wyoming)'s Southern Company position peaked at $1.29M in Q3 2019.
1,362 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2020, filed 6 May 2020.