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Insight 2811 Inc’s Southern Company SO Stock Holding History

Insight 2811 Inc’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
2016
Q4 		– Sell
-4,079
Closed -$209K – 86
2016
Q3 		$209K Sell
4,079
-700
-15% -$36.9K 0.13% 85
2016
Q2 		$256K Sell
4,779
-200
-4% -$10.1K 0.1% 102
2016
Q1 		$258K Buy
4,979
+671
+16% +$32.7K 0.1% 99
2015
Q4 		$202K Buy
+4,308
New +$195K 0.1% 98
2015
Q1 		– Sell
-18,400
Closed -$904K – 123
2014
Q4 		$904K Sell
18,400
-500
-3% -$23.6K 0.44% 41
2014
Q3 		$825K Buy
18,900
+1,100
+6% +$48.3K 0.35% 52
2014
Q2 		$808K Buy
17,800
+1,500
+9% +$66.3K 0.34% 57
2014
Q1 		$716K Sell
16,300
-1,300
-7% -$54.5K 0.3% 67
2013
Q4 		$724K Buy
17,600
+5,300
+43% +$219K 0.36% 55
2013
Q3 		$507K Sell
12,300
-1,100
-8% -$47.4K 0.25% 77
2013
Q2 		$591K Buy
+13,400
New +$616K 0.33% 67

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Insight 2811 Inc's SO Position: Q4 2016 in Review

Insight 2811 Inc sold out of Southern Company (SO) in Q4 2016, closing a stake of 4,079 shares — an estimated $209K sold.

Insight 2811 Inc first reported a position in SO in Q2 2013 and held it in 11 quarters. The position peaked at $904K in Q4 2014. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

  • Insight 2811 Inc reported no remaining Southern Company position as of Q4 2016 after selling out during the quarter.
  • Insight 2811 Inc sold 4,079 Southern Company shares in Q4 2016, an estimated $209K.
  • Insight 2811 Inc first reported a position in Southern Company in Q2 2013 and held it in 11 quarters.
  • Insight 2811 Inc's Southern Company position peaked at $904K in Q4 2014.
  • 1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on Insight 2811 Inc's 13F filing for Q4 2016, filed 7 Feb 2017.