Kopp Investment Advisors’s Southern Company SO Stock Holding History

Kopp Investment Advisors’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 Q1	–	Sell	-19,505	Closed	-$913K	–	70
2015 Q4	$913K	Hold	19,505	–	–	0.45%	39
2015 Q3	$872K	Sell	19,505 -195	-1%	-$8.55K	0.47%	37
2015 Q2	$825K	Hold	19,700	–	–	0.37%	49
2015 Q1	$872K	Sell	19,700 -69	-0.3%	-$3.28K	0.39%	48
2014 Q4	$971K	Sell	19,769 -792	-4%	-$37.4K	0.47%	42
2014 Q3	$898K	Sell	20,561 -165	-0.8%	-$7.25K	0.44%	45
2014 Q2	$941K	Sell	20,726 -131	-0.6%	-$5.79K	0.43%	48
2014 Q1	$916K	Buy	20,857 +615	+3%	+$25.8K	0.38%	50
2013 Q4	$832K	Buy	20,242 +2,185	+12%	+$90.2K	0.38%	51
2013 Q3	$744K	Sell	18,057 -155	-0.9%	-$6.68K	0.27%	73
2013 Q2	$804K	Buy	+18,212	New	+$837K	0.31%	70

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kopp Investment Advisors's SO Position: Q1 2016 in Review

Kopp Investment Advisors sold out of Southern Company (SO) in Q1 2016, closing a stake of 19,505 shares — an estimated $913K sold.

Kopp Investment Advisors first reported a position in SO in Q2 2013 and held it in 11 quarters. The position peaked at $971K in Q4 2014. 1,123 funds tracked by Wall St. Rank hold SO as of Q1 2016.

Kopp Investment Advisors reported no remaining Southern Company position as of Q1 2016 after selling out during the quarter.
Kopp Investment Advisors sold 19,505 Southern Company shares in Q1 2016, an estimated $913K.
Kopp Investment Advisors first reported a position in Southern Company in Q2 2013 and held it in 11 quarters.
Kopp Investment Advisors's Southern Company position peaked at $971K in Q4 2014.
1,123 funds tracked by Wall St. Rank held Southern Company as of Q1 2016.

Based on Kopp Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.