First Merchants Corp’s Southern Company SO Stock Holding History

First Merchants Corp’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	-3,250	Closed	-$207K	–	252
2019 Q4	$207K	Buy	+3,250	New	+$201K	0.02%	248
2017 Q4	–	Sell	-4,400	Closed	-$216K	–	219
2017 Q3	$216K	Buy	+4,400	New	+$213K	0.04%	208
2016 Q1	–	Sell	-4,466	Closed	-$209K	–	139
2015 Q4	$209K	Hold	4,466	–	–	0.07%	134
2015 Q3	$199K	Buy	+4,466	New	+$196K	0.07%	136
2015 Q2	–	Sell	-5,981	Closed	-$264K	–	146
2015 Q1	$264K	Sell	5,981 -2,250	-27%	-$107K	0.08%	136
2014 Q4	$404K	Sell	8,231 -186	-2%	-$8.78K	0.13%	117
2014 Q3	$367K	Sell	8,417 -249	-3%	-$10.9K	0.12%	122
2014 Q2	$393K	Hold	8,666	–	–	0.12%	120
2014 Q1	$381K	Sell	8,666 -1,700	-16%	-$71.3K	0.12%	119
2013 Q4	$426K	Sell	10,366 -1,034	-9%	-$42.7K	0.14%	112
2013 Q3	$469K	Sell	11,400 -100	-0.9%	-$4.31K	0.16%	108
2013 Q2	$508K	Buy	+11,500	New	+$529K	0.18%	105

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 $3.37T AUM 44.26% 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

First Merchants Corp's SO Position: Q1 2020 in Review

First Merchants Corp sold out of Southern Company (SO) in Q1 2020, closing a stake of 3,250 shares — an estimated $207K sold.

First Merchants Corp first reported a position in SO in Q2 2013 and held it in 12 quarters. The position peaked at $508K in Q2 2013. 1,362 funds tracked by Wall St. Rank hold SO as of Q1 2020.

First Merchants Corp reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
First Merchants Corp sold 3,250 Southern Company shares in Q1 2020, an estimated $207K.
First Merchants Corp first reported a position in Southern Company in Q2 2013 and held it in 12 quarters.
First Merchants Corp's Southern Company position peaked at $508K in Q2 2013.
1,362 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on First Merchants Corp's 13F filing for Q1 2020, filed 23 Apr 2020.