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Koch Industries’s Southern Company SO Stock Holding History

Koch Industries’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
Q2 		– Sell
-8,197
Closed -$366K – 544
2018
Q1 		$366K Buy
+8,197
New +$364K 0.04% 549
2017
Q3 		– Sell
-6,035
Closed -$289K – 564
2017
Q2 		$289K Buy
+6,035
New +$303K 0.08% 294

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 $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Koch Industries's SO Position: Q2 2018 in Review

Koch Industries sold out of Southern Company (SO) in Q2 2018, closing a stake of 8,197 shares — an estimated $366K sold.

Koch Industries first reported a position in SO in Q2 2017 and held it in 2 quarters. The position peaked at $366K in Q1 2018. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

  • Koch Industries reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 8,197 Southern Company shares in Q2 2018, an estimated $366K.
  • Koch Industries first reported a position in Southern Company in Q2 2017 and held it in 2 quarters.
  • Koch Industries's Southern Company position peaked at $366K in Q1 2018.
  • 1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.