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Foresters Investment Management’s Southern Company SO Stock Holding History

Foresters Investment 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
Q1 		– Sell
-9,322
Closed -$448K – 540
2017
Q4 		$448K Buy
9,322
+4,496
+93% +$229K 0.01% 402
2017
Q3 		$237K Buy
4,826
+1,198
+33% +$58.1K ﹤0.01% 455
2017
Q2 		$174K Buy
+3,628
New +$182K ﹤0.01% 487

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foresters Investment Management's SO Position: Q1 2018 in Review

Foresters Investment Management sold out of Southern Company (SO) in Q1 2018, closing a stake of 9,322 shares — an estimated $448K sold.

Foresters Investment Management first reported a position in SO in Q2 2017 and held it in 3 quarters. The position peaked at $448K in Q4 2017. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

  • Foresters Investment Management reported no remaining Southern Company position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 9,322 Southern Company shares in Q1 2018, an estimated $448K.
  • Foresters Investment Management first reported a position in Southern Company in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Southern Company position peaked at $448K in Q4 2017.
  • 1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.