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Fusion Investment Group’s Southern Company SO Stock Holding History

Fusion Investment Group’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
2015
Q4 		– Sell
-2,060
Closed -$92K – 135
2015
Q3 		$92K Sell
2,060
-800
-28% -$35.1K 0.22% 89
2015
Q2 		$120K Buy
+2,860
New +$125K 0.09% 115
2014
Q4 		– Sell
-835
Closed -$36K – 184
2014
Q3 		$36K Hold
835
– – 0.03% 118
2014
Q2 		$38K Sell
835
-2,575
-76% -$114K 0.03% 134
2014
Q1 		$147K Buy
3,410
+857
+34% +$35.9K 0.15% 85
2013
Q4 		$105K Buy
+2,553
New +$105K 0.08% 137

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Investment Group's SO Position: Q4 2015 in Review

Fusion Investment Group sold out of Southern Company (SO) in Q4 2015, closing a stake of 2,060 shares — an estimated $92K sold.

Fusion Investment Group first reported a position in SO in Q4 2013 and held it in 6 quarters. The position peaked at $147K in Q1 2014. 1,058 funds tracked by Wall St. Rank hold SO as of Q4 2015.

  • Fusion Investment Group reported no remaining Southern Company position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 2,060 Southern Company shares in Q4 2015, an estimated $92K.
  • Fusion Investment Group first reported a position in Southern Company in Q4 2013 and held it in 6 quarters.
  • Fusion Investment Group's Southern Company position peaked at $147K in Q1 2014.
  • 1,058 funds tracked by Wall St. Rank held Southern Company as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.