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Gyrus Investment Management’s Southern Company SO Stock Holding History

Gyrus 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
2014
Q2 		– Sell
-92,425
Closed -$4.48M – 110
2014
Q1 		$4.48M Sell
92,425
-1,200
-1% -$50.3K 0.78% 48
2013
Q4 		$4.09M Buy
93,625
+375
+0.4% +$15.5K 0.85% 47
2013
Q3 		$3.95M Sell
93,250
-250
-0.3% -$10.8K 0.87% 48
2013
Q2 		$4.35M Buy
+93,500
New +$4.3M 0.98% 41

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gyrus Investment Management's SO Position: Q2 2014 in Review

Gyrus Investment Management sold out of Southern Company (SO) in Q2 2014, closing a stake of 92,425 shares — an estimated $4.48M sold.

Gyrus Investment Management first reported a position in SO in Q2 2013 and held it in 4 quarters. The position peaked at $4.48M in Q1 2014. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • Gyrus Investment Management reported no remaining Southern Company position as of Q2 2014 after selling out during the quarter.
  • Gyrus Investment Management sold 92,425 Southern Company shares in Q2 2014, an estimated $4.48M.
  • Gyrus Investment Management first reported a position in Southern Company in Q2 2013 and held it in 4 quarters.
  • Gyrus Investment Management's Southern Company position peaked at $4.48M in Q1 2014.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on Gyrus Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.