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Marathon Trading Investment Management’s Southern Company SO Stock Holding History

Marathon Trading Investment 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
2018
Q1 		– Sell
-16,600
Closed -$798K – 223
2017
Q4 		$798K Buy
+16,600
New +$846K 0.02% 100

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marathon Trading Investment Management's SO Position: Q1 2018 in Review

Marathon Trading Investment Management sold out of Southern Company (SO) in Q1 2018, closing a stake of 16,600 shares — an estimated $798K sold.

Marathon Trading Investment Management first reported a position in SO in Q4 2017 and held it in 1 quarter. The position peaked at $798K in Q4 2017. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

  • Marathon Trading Investment Management reported no remaining Southern Company position as of Q1 2018 after selling out during the quarter.
  • Marathon Trading Investment Management sold 16,600 Southern Company shares in Q1 2018, an estimated $798K.
  • Marathon Trading Investment Management first reported a position in Southern Company in Q4 2017 and held it in 1 quarter.
  • Marathon Trading Investment Management's Southern Company position peaked at $798K in Q4 2017.
  • 1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on Marathon Trading Investment Management's 13F filing for Q1 2018, filed 9 May 2018.