Mandatum Life Insurance Company’s Southern Company SO Stock Holding History

Mandatum Life Insurance Company’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 Q1	–	Sell	-14,816	Closed	-$713K	–	188
2017 Q4	$713K	Hold	14,816	–	–	0.11%	107
2017 Q3	$728K	Buy	14,816 +129	+0.9%	+$6.25K	0.1%	103
2017 Q2	$703K	Sell	14,687 -2,620	-15%	-$131K	0.1%	98
2017 Q1	$862K	Sell	17,307 -1,216	-7%	-$60.1K	0.11%	113
2016 Q4	$911K	Buy	18,523 +2,241	+14%	+$110K	0.12%	107
2016 Q3	$835K	Buy	16,282 +2,166	+15%	+$114K	0.11%	99
2016 Q2	$757K	Buy	14,116 +2,209	+19%	+$111K	0.1%	98
2016 Q1	$616K	Buy	11,907 +4,811	+68%	+$234K	0.08%	116
2015 Q4	$332K	Buy	+7,096	New	+$322K	0.05%	151

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mandatum Life Insurance Company's SO Position: Q1 2018 in Review

Mandatum Life Insurance Company sold out of Southern Company (SO) in Q1 2018, closing a stake of 14,816 shares — an estimated $713K sold.

Mandatum Life Insurance Company first reported a position in SO in Q4 2015 and held it in 9 quarters. The position peaked at $911K in Q4 2016. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

Mandatum Life Insurance Company reported no remaining Southern Company position as of Q1 2018 after selling out during the quarter.
Mandatum Life Insurance Company sold 14,816 Southern Company shares in Q1 2018, an estimated $713K.
Mandatum Life Insurance Company first reported a position in Southern Company in Q4 2015 and held it in 9 quarters.
Mandatum Life Insurance Company's Southern Company position peaked at $911K in Q4 2016.
1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on Mandatum Life Insurance Company's 13F filing for Q1 2018, filed 4 May 2018.