FP
SO icon

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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FDO Partners's SO Position: Q3 2017 in Review

FDO Partners sold out of Southern Company (SO) in Q3 2017, closing a stake of 58,903 shares — an estimated $2.82M sold.

FDO Partners first reported a position in SO in Q4 2015 and held it in 5 quarters. The position peaked at $2.82M in Q2 2017. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

  • FDO Partners reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 58,903 Southern Company shares in Q3 2017, an estimated $2.82M.
  • FDO Partners first reported a position in Southern Company in Q4 2015 and held it in 5 quarters.
  • FDO Partners's Southern Company position peaked at $2.82M in Q2 2017.
  • 1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.