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EOJOAM
E. Ohman J:or Asset Management’s
Southern Company
SO
Stock Holding History
E. Ohman J:or 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
2018
Q2
–
Sell
-23,200
Closed
-$1.04M
–
507
2018
Q1
$1.04M
Sell
23,200
-2,000
-8%
-$88.8K
0.08%
151
2017
Q4
$1.21M
Sell
25,200
-1,600
-6%
-$81.5K
0.1%
133
2017
Q3
$1.32M
Buy
26,800
+400
+2%
+$19.4K
0.12%
120
2017
Q2
$1.26M
Hold
26,400
–
–
0.13%
117
2017
Q1
$1.31M
Buy
26,400
+3,000
+13%
+$148K
0.16%
118
2016
Q4
$1.15M
Buy
23,400
+3,800
+19%
+$187K
0.16%
117
2016
Q3
$1.01M
Buy
19,600
+2,000
+11%
+$105K
0.15%
113
2016
Q2
$944K
Buy
17,600
+1,700
+11%
+$85.5K
0.16%
113
2016
Q1
$823K
Sell
15,900
-2,400
-13%
-$117K
0.15%
117
2015
Q4
$856K
Hold
18,300
–
–
0.15%
118
2015
Q3
$818K
Hold
18,300
–
–
0.22%
95
2015
Q2
$767K
Hold
18,300
–
–
0.18%
122
2015
Q1
$810K
Hold
18,300
–
–
0.19%
110
2014
Q4
$911K
Sell
18,300
-1,900
-9%
-$89.7K
0.22%
100
2014
Q3
$882K
Hold
20,200
–
–
0.22%
97
2014
Q2
$917K
Hold
20,200
–
–
0.23%
99
2014
Q1
$888K
Sell
20,200
-2,000
-9%
-$83.8K
0.22%
99
2013
Q4
$910K
Hold
22,200
–
–
0.21%
105
2013
Q3
$914K
Buy
22,200
+2,200
+11%
+$94.8K
0.23%
98
2013
Q2
$883K
Buy
+20,000
New
+$920K
0.24%
89
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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