HS
SO icon

HighVista Strategies’s Southern Company SO Stock Holding History

HighVista Strategies’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
-8,600
Closed -$412K – 260
2017
Q2 		$412K Buy
+8,600
New +$431K 0.09% 164
2017
Q1 		– Sell
-20,000
Closed -$984K – 178
2016
Q4 		$984K Buy
+20,000
New +$983K 0.19% 123

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

HighVista Strategies's SO Position: Q3 2017 in Review

HighVista Strategies sold out of Southern Company (SO) in Q3 2017, closing a stake of 8,600 shares — an estimated $412K sold.

HighVista Strategies first reported a position in SO in Q4 2016 and held it in 2 quarters. The position peaked at $984K in Q4 2016. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

  • HighVista Strategies reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
  • HighVista Strategies sold 8,600 Southern Company shares in Q3 2017, an estimated $412K.
  • HighVista Strategies first reported a position in Southern Company in Q4 2016 and held it in 2 quarters.
  • HighVista Strategies's Southern Company position peaked at $984K in Q4 2016.
  • 1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on HighVista Strategies's 13F filing for Q3 2017, filed 14 Nov 2017.