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MANA Advisors’s Southern Company SO Stock Holding History

MANA 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
2020
Q3 		– Sell
-3,946
Closed -$205K – 145
2020
Q2 		$205K Buy
+3,946
New +$219K 0.88% 74
2019
Q3 		– Sell
-3,965
Closed -$219K – 181
2019
Q2 		$219K Sell
3,965
-165
-4% -$8.83K 0.48% 112
2019
Q1 		$213K Sell
4,130
-3,660
-47% -$179K 0.69% 86
2018
Q4 		$342K Buy
+7,790
New +$354K 2.2% 11
2018
Q1 		– Sell
-13,710
Closed -$659K – 363
2017
Q4 		$659K Buy
+13,710
New +$699K 0.28% 131

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MANA Advisors's SO Position: Q3 2020 in Review

MANA Advisors sold out of Southern Company (SO) in Q3 2020, closing a stake of 3,946 shares — an estimated $205K sold.

MANA Advisors first reported a position in SO in Q4 2017 and held it in 5 quarters. The position peaked at $659K in Q4 2017. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

  • MANA Advisors reported no remaining Southern Company position as of Q3 2020 after selling out during the quarter.
  • MANA Advisors sold 3,946 Southern Company shares in Q3 2020, an estimated $205K.
  • MANA Advisors first reported a position in Southern Company in Q4 2017 and held it in 5 quarters.
  • MANA Advisors's Southern Company position peaked at $659K in Q4 2017.
  • 1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on MANA Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.