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Graticule Asia Macro Advisors’s Southern Company SO Stock Holding History

Graticule Asia Macro Advisors’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
Q4 		– Sell
-6,200
Closed -$270K – 200
2018
Q3 		$270K Buy
+6,200
New +$286K 0.01% 210

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Graticule Asia Macro Advisors's SO Position: Q4 2018 in Review

Graticule Asia Macro Advisors sold out of Southern Company (SO) in Q4 2018, closing a stake of 6,200 shares — an estimated $270K sold.

Graticule Asia Macro Advisors first reported a position in SO in Q3 2018 and held it in 1 quarter. The position peaked at $270K in Q3 2018. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

  • Graticule Asia Macro Advisors reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
  • Graticule Asia Macro Advisors sold 6,200 Southern Company shares in Q4 2018, an estimated $270K.
  • Graticule Asia Macro Advisors first reported a position in Southern Company in Q3 2018 and held it in 1 quarter.
  • Graticule Asia Macro Advisors's Southern Company position peaked at $270K in Q3 2018.
  • 1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Graticule Asia Macro Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.