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FDO Partners’s Southern Company SO Stock Holding History

FDO Partners’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
2017
Q3 		– Sell
-58,903
Closed -$2.82M – 302
2017
Q2 		$2.82M Buy
58,903
+21,632
+58% +$1.08M 0.6% 61
2017
Q1 		$1.85M Buy
37,271
+32,342
+656% +$1.6M 0.46% 93
2016
Q4 		$242K Buy
+4,929
New +$242K 0.1% 189
2016
Q3 		– Sell
-8,902
Closed -$477K – 258
2016
Q2 		$477K Buy
+8,902
New +$448K 0.26% 145
2016
Q1 		– Sell
-11,315
Closed -$529K – 322
2015
Q4 		$529K Buy
+11,315
New +$513K 0.3% 148

Other funds holding SO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return