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IMS Capital Management’s Southern Company SO Stock Holding History

IMS Capital 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
2018
Q4 		– Sell
-846
Closed -$37K – 314
2018
Q3 		$37K Buy
+846
New +$39K 0.03% 220

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IMS Capital Management's SO Position: Q4 2018 in Review

IMS Capital Management sold out of Southern Company (SO) in Q4 2018, closing a stake of 846 shares — an estimated $37K sold.

IMS Capital Management first reported a position in SO in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

  • IMS Capital Management reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 846 Southern Company shares in Q4 2018, an estimated $37K.
  • IMS Capital Management first reported a position in Southern Company in Q3 2018 and held it in 1 quarter.
  • IMS Capital Management's Southern Company position peaked at $37K in Q3 2018.
  • 1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.