IPC
SO icon

Independent Portfolio Consultants’s Southern Company SO Stock Holding History

Independent Portfolio Consultants’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
Q2 		$72K Sell
1,505
-590
-28% -$29.6K 0.03% 463
2017
Q1 		$104K Sell
2,095
-26
-1% -$1.28K 0.04% 444
2016
Q4 		$104K Sell
2,121
-7,629
-78% -$375K 0.03% 436
2016
Q3 		$500K Buy
9,750
+3,085
+46% +$162K 0.16% 228
2016
Q2 		$357K Buy
6,665
+5,560
+503% +$280K 0.11% 256
2016
Q1 		$57K Buy
1,105
+440
+66% +$21.4K 0.02% 559
2015
Q4 		$31K Sell
665
-400
-38% -$18.1K 0.01% 639
2015
Q3 		$48K Buy
1,065
+580
+120% +$25.4K 0.01% 585
2015
Q2 		$20K Buy
485
+390
+411% +$17K ﹤0.01% 712
2015
Q1 		$4K Buy
+95
New +$4.51K ﹤0.01% 788

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Portfolio Consultants's SO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Southern Company (SO) stake by 28% in Q2 2017, selling an estimated $29.6K and leaving 1,505 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #463.

Independent Portfolio Consultants first reported a position in SO in Q1 2015 and has held it in 10 quarters since. The position peaked at $500K in Q3 2016. 1,168 funds tracked by Wall St. Rank hold SO as of Q2 2017.

  • Independent Portfolio Consultants held 1,505 shares of Southern Company worth $72K as of Q2 2017.
  • Independent Portfolio Consultants sold 590 Southern Company shares in Q2 2017, an estimated $29.6K.
  • Southern Company made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #463 holding.
  • Independent Portfolio Consultants first reported a position in Southern Company in Q1 2015 and has held it in 10 quarters since.
  • Independent Portfolio Consultants's Southern Company position peaked at $500K in Q3 2016.
  • 1,168 funds tracked by Wall St. Rank held Southern Company as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.