Midas Management’s Southern Company SO Stock Holding History

Midas 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
2017 Q3	–	Sell	-47,500	Closed	-$2.27M	–	126
2017 Q2	$2.27M	Hold	47,500	–	–	1.21%	31
2017 Q1	$2.37M	Hold	47,500	–	–	1.24%	26
2016 Q4	$2.34M	Hold	47,500	–	–	1.1%	21
2016 Q3	$2.44M	Hold	47,500	–	–	1.5%	10
2016 Q2	$2.55M	Hold	47,500	–	–	1.44%	9
2016 Q1	$2.46M	Hold	47,500	–	–	1.27%	11
2015 Q4	$2.22M	Hold	47,500	–	–	1.32%	16
2015 Q3	$2.12M	Hold	47,500	–	–	1.37%	15
2015 Q2	$1.99M	Hold	47,500	–	–	1.07%	28
2015 Q1	$2.1M	Hold	47,500	–	–	1.05%	28
2014 Q4	$2.33M	Hold	47,500	–	–	1.22%	13
2014 Q3	$2.07M	Hold	47,500	–	–	1.15%	19
2014 Q2	$2.16M	Hold	47,500	–	–	1.39%	12
2014 Q1	$2.09M	Hold	47,500	–	–	0.97%	27
2013 Q4	$1.95M	Buy	47,500 +17,500	+58%	+$722K	0.92%	30
2013 Q3	$1.24M	Hold	30,000	–	–	0.79%	46
2013 Q2	$1.32M	Buy	+30,000	New	+$1.38M	0.88%	31

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Midas Management's SO Position: Q3 2017 in Review

Midas Management sold out of Southern Company (SO) in Q3 2017, closing a stake of 47,500 shares — an estimated $2.27M sold.

Midas Management first reported a position in SO in Q2 2013 and held it in 17 quarters. The position peaked at $2.55M in Q2 2016. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

Midas Management reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
Midas Management sold 47,500 Southern Company shares in Q3 2017, an estimated $2.27M.
Midas Management first reported a position in Southern Company in Q2 2013 and held it in 17 quarters.
Midas Management's Southern Company position peaked at $2.55M in Q2 2016.
1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on Midas Management's 13F filing for Q3 2017, filed 18 Oct 2017.