IGIM
SO icon

I.G. Investment Management’s Southern Company SO Stock Holding History

I.G. 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
2017
Q3 		– Sell
-69,200
Closed -$3.31M – 482
2017
Q2 		$3.31M Hold
69,200
– – 0.02% 235
2017
Q1 		$3.44M Sell
69,200
-961
-1% -$47.5K 0.02% 229
2016
Q4 		$3.45M Sell
70,161
-117,366
-63% -$5.77M 0.02% 235
2016
Q3 		$9.62M Buy
187,527
+28,084
+18% +$1.48M 0.04% 264
2016
Q2 		$8.55M Buy
159,443
+20,782
+15% +$1.05M 0.03% 285
2016
Q1 		$7.17M Buy
138,661
+23,522
+20% +$1.15M 0.03% 308
2015
Q4 		$5.39M Buy
115,139
+33,397
+41% +$1.51M 0.02% 332
2015
Q3 		$3.65M Buy
81,742
+21,238
+35% +$932K 0.02% 381
2015
Q2 		$2.54M Sell
60,504
-546
-0.9% -$23.8K 0.01% 463
2015
Q1 		$2.7M Sell
61,050
-31,077
-34% -$1.48M 0.01% 448
2014
Q4 		$4.52M Sell
92,127
-9,247
-9% -$437K 0.02% 357
2014
Q3 		$4.42M Buy
101,374
+24,325
+32% +$1.07M 0.02% 352
2014
Q2 		$3.5M Sell
77,049
-98,849
-56% -$4.37M 0.01% 392
2014
Q1 		$7.73M Buy
175,898
+162,825
+1,246% +$6.82M 0.03% 274
2013
Q4 		$537K Buy
+13,073
New +$539K ﹤0.01% 682

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 $3.37T AUM 44.26% 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

I.G. Investment Management's SO Position: Q3 2017 in Review

I.G. Investment Management sold out of Southern Company (SO) in Q3 2017, closing a stake of 69,200 shares — an estimated $3.31M sold.

I.G. Investment Management first reported a position in SO in Q4 2013 and held it in 15 quarters. The position peaked at $9.62M in Q3 2016. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

  • I.G. Investment Management reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
  • I.G. Investment Management sold 69,200 Southern Company shares in Q3 2017, an estimated $3.31M.
  • I.G. Investment Management first reported a position in Southern Company in Q4 2013 and held it in 15 quarters.
  • I.G. Investment Management's Southern Company position peaked at $9.62M in Q3 2016.
  • 1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on I.G. Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.