GCMG
SO icon

Gyroscope Capital Management Group’s Southern Company SO Stock Holding History

Gyroscope Capital Management 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
2018
Q3 		– Sell
-7,212
Closed -$334K – 131
2018
Q2 		$334K Sell
7,212
-538
-7% -$24.1K 0.15% 84
2018
Q1 		$346K Buy
7,750
+620
+9% +$27.5K 0.16% 80
2017
Q4 		$343K Buy
7,130
+633
+10% +$32.3K 0.16% 86
2017
Q3 		$319K Buy
6,497
+476
+8% +$23.1K 0.16% 80
2017
Q2 		$288K Buy
6,021
+691
+13% +$34.6K 0.14% 84
2017
Q1 		$265K Buy
5,330
+70
+1% +$3.46K 0.16% 73
2016
Q4 		$259K Buy
+5,260
New +$258K 0.17% 74
2016
Q2 		– Sell
-71,578
Closed -$3.7M – 80
2016
Q1 		$3.7M Sell
71,578
-11,868
-14% -$578K 2.85% 16
2015
Q4 		$3.9M Buy
83,446
+387
+0.5% +$17.5K 3.07% 8
2015
Q3 		$3.71M Buy
83,059
+6,949
+9% +$305K 3.16% 9
2015
Q2 		$3.19M Buy
76,110
+3,031
+4% +$132K 2.61% 19
2015
Q1 		$3.24M Buy
73,079
+3,061
+4% +$145K 2.67% 23
2014
Q4 		$3.44M Buy
+70,018
New +$3.31M 2.82% 12

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gyroscope Capital Management Group's SO Position: Q3 2018 in Review

Gyroscope Capital Management Group sold out of Southern Company (SO) in Q3 2018, closing a stake of 7,212 shares — an estimated $334K sold.

Gyroscope Capital Management Group first reported a position in SO in Q4 2014 and held it in 13 quarters. The position peaked at $3.9M in Q4 2015. 1,182 funds tracked by Wall St. Rank hold SO as of Q3 2018.

  • Gyroscope Capital Management Group reported no remaining Southern Company position as of Q3 2018 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 7,212 Southern Company shares in Q3 2018, an estimated $334K.
  • Gyroscope Capital Management Group first reported a position in Southern Company in Q4 2014 and held it in 13 quarters.
  • Gyroscope Capital Management Group's Southern Company position peaked at $3.9M in Q4 2015.
  • 1,182 funds tracked by Wall St. Rank held Southern Company as of Q3 2018.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2018, filed 10 Oct 2018.