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General Motors Investment Management’s Southern Company SO Stock Holding History

General Motors 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
2015
Q1 		– Sell
-14,302
Closed -$702K – 1027
2014
Q4 		$702K Buy
+14,302
New +$675K 0.06% 381
2014
Q3 		– Sell
-13,556
Closed -$615K – 991
2014
Q2 		$615K Buy
+13,556
New +$599K 0.05% 422
2013
Q4 		– Sell
-15,909
Closed -$655K – 991
2013
Q3 		$655K Buy
+15,909
New +$685K 0.06% 379

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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

General Motors Investment Management's SO Position: Q1 2015 in Review

General Motors Investment Management sold out of Southern Company (SO) in Q1 2015, closing a stake of 14,302 shares — an estimated $702K sold.

General Motors Investment Management first reported a position in SO in Q3 2013 and held it in 3 quarters. The position peaked at $702K in Q4 2014. 1,029 funds tracked by Wall St. Rank hold SO as of Q1 2015.

  • General Motors Investment Management reported no remaining Southern Company position as of Q1 2015 after selling out during the quarter.
  • General Motors Investment Management sold 14,302 Southern Company shares in Q1 2015, an estimated $702K.
  • General Motors Investment Management first reported a position in Southern Company in Q3 2013 and held it in 3 quarters.
  • General Motors Investment Management's Southern Company position peaked at $702K in Q4 2014.
  • 1,029 funds tracked by Wall St. Rank held Southern Company as of Q1 2015.

Based on General Motors Investment Management's 13F filing for Q1 2015, filed 6 May 2015.