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Harfst & Associates’s Southern Company SO Stock Holding History

Harfst & 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
2017
Q3 		– Sell
-200
Closed -$9K – 192
2017
Q2 		$9K Hold
200
– – ﹤0.01% 193
2017
Q1 		$9K Buy
+200
New +$9.88K ﹤0.01% 238
2016
Q1 		– Sell
-3,030
Closed -$141K – 218
2015
Q4 		$141K Sell
3,030
-130
-4% -$5.89K 0.06% 112
2015
Q3 		$141K Buy
3,160
+138
+5% +$6.05K 0.06% 112
2015
Q2 		$127K Buy
+3,022
New +$132K 0.07% 108

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harfst & Associates's SO Position: Q3 2017 in Review

Harfst & Associates sold out of Southern Company (SO) in Q3 2017, closing a stake of 200 shares — an estimated $9K sold.

Harfst & Associates first reported a position in SO in Q2 2015 and held it in 5 quarters. The position peaked at $141K in Q4 2015. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

  • Harfst & Associates reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 200 Southern Company shares in Q3 2017, an estimated $9K.
  • Harfst & Associates first reported a position in Southern Company in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Southern Company position peaked at $141K in Q4 2015.
  • 1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.