GCA
SO icon

Greenwood Capital Associates’s Southern Company SO Stock Holding History

Greenwood Capital Associates’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
2016
Q4 		– Sell
-6,920
Closed -$355K – 198
2016
Q3 		$355K Buy
+6,920
New +$364K 0.11% 117
2016
Q2 		– Sell
-10,722
Closed -$555K – 187
2016
Q1 		$555K Hold
10,722
– – 0.17% 94
2015
Q4 		$502K Buy
10,722
+1
+0% +$45 0.16% 91
2015
Q3 		$479K Sell
10,721
-1
-0% -$44 0.17% 86
2015
Q2 		$449K Sell
10,722
-1,100
-9% -$47.9K 0.14% 94
2015
Q1 		$523K Buy
11,822
+200
+2% +$9.5K 0.15% 89
2014
Q4 		$571K Hold
11,622
– – 0.17% 85
2014
Q3 		$507K Hold
11,622
– – 0.16% 86
2014
Q2 		$527K Buy
11,622
+400
+4% +$17.7K 0.16% 90
2014
Q1 		$493K Sell
11,222
-600
-5% -$25.1K 0.16% 90
2013
Q4 		$486K Buy
11,822
+1,100
+10% +$45.4K 0.15% 95
2013
Q3 		$442K Hold
10,722
– – 0.16% 91
2013
Q2 		$473K Buy
+10,722
New +$493K 0.21% 75

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Greenwood Capital Associates's SO Position: Q4 2016 in Review

Greenwood Capital Associates sold out of Southern Company (SO) in Q4 2016, closing a stake of 6,920 shares — an estimated $355K sold.

Greenwood Capital Associates first reported a position in SO in Q2 2013 and held it in 13 quarters. The position peaked at $571K in Q4 2014. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

  • Greenwood Capital Associates reported no remaining Southern Company position as of Q4 2016 after selling out during the quarter.
  • Greenwood Capital Associates sold 6,920 Southern Company shares in Q4 2016, an estimated $355K.
  • Greenwood Capital Associates first reported a position in Southern Company in Q2 2013 and held it in 13 quarters.
  • Greenwood Capital Associates's Southern Company position peaked at $571K in Q4 2014.
  • 1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on Greenwood Capital Associates's 13F filing for Q4 2016, filed 13 Feb 2017.