Fred Alger Management’s Southern Company SO Stock Holding History

Fred Alger 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
2017 Q3	–	Sell	-67	Closed	-$3K	–	536
2017 Q2	$3K	Sell	67 -148	-69%	-$7.42K	﹤0.01%	532
2017 Q1	$11K	Sell	215 -83	-28%	-$4.1K	﹤0.01%	470
2016 Q4	$15K	Hold	298	–	–	﹤0.01%	416
2016 Q3	$15K	Buy	298 +63	+27%	+$3.32K	﹤0.01%	437
2016 Q2	$13K	Buy	235 +145	+161%	+$7.29K	﹤0.01%	471
2016 Q1	$5K	Buy	+90	New	+$4.38K	﹤0.01%	527
2014 Q3	–	Sell	-41,777	Closed	-$1.9M	–	618
2014 Q2	$1.9M	Hold	41,777	–	–	0.01%	407
2014 Q1	$1.84M	Sell	41,777 -1,000	-2%	-$41.9K	0.01%	388
2013 Q4	$1.76M	Hold	42,777	–	–	0.01%	378
2013 Q3	$1.76M	Sell	42,777 -447	-1%	-$19.3K	0.01%	389
2013 Q2	$1.91M	Buy	+43,224	New	+$1.99M	0.01%	392

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 $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fred Alger Management's SO Position: Q3 2017 in Review

Fred Alger Management sold out of Southern Company (SO) in Q3 2017, closing a stake of 67 shares — an estimated $3K sold.

Fred Alger Management first reported a position in SO in Q2 2013 and held it in 11 quarters. The position peaked at $1.91M in Q2 2013. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

Fred Alger Management reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
Fred Alger Management sold 67 Southern Company shares in Q3 2017, an estimated $3K.
Fred Alger Management first reported a position in Southern Company in Q2 2013 and held it in 11 quarters.
Fred Alger Management's Southern Company position peaked at $1.91M in Q2 2013.
1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on Fred Alger Management's 13F filing for Q3 2017, filed 14 Nov 2017.