KCM
SO icon

Karp Capital Management’s Southern Company SO Stock Holding History

Karp 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
2015
Q4 		– Sell
-34
Closed -$2K – 256
2015
Q3 		$2K Sell
34
-1,193
-97% -$52.3K ﹤0.01% 328
2015
Q2 		$51K Hold
1,227
– – 0.03% 168
2015
Q1 		$54K Buy
1,227
+1
+0.1% +$48 0.04% 166
2014
Q4 		$60K Buy
+1,226
New +$57.9K 0.04% 157

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Karp Capital Management's SO Position: Q4 2015 in Review

Karp Capital Management sold out of Southern Company (SO) in Q4 2015, closing a stake of 34 shares — an estimated $2K sold.

Karp Capital Management first reported a position in SO in Q4 2014 and held it in 4 quarters. The position peaked at $60K in Q4 2014. 1,057 funds tracked by Wall St. Rank hold SO as of Q4 2015.

  • Karp Capital Management reported no remaining Southern Company position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 34 Southern Company shares in Q4 2015, an estimated $2K.
  • Karp Capital Management first reported a position in Southern Company in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Southern Company position peaked at $60K in Q4 2014.
  • 1,057 funds tracked by Wall St. Rank held Southern Company as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.