Mitsubishi UFJ Securities’s Southern Company SO Stock Holding History

Mitsubishi UFJ Securities’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
2019 Q3	–	Sell	-1,850	Closed	-$102K	–	192
2019 Q2	$102K	Sell	1,850 -790	-30%	-$42.3K	0.34%	73
2019 Q1	$136K	Buy	+2,640	New	+$129K	0.78%	24
2018 Q4	–	Sell	-10	Closed	–	–	200
2018 Q3	$0	Hold	10	–	–	﹤0.01%	227
2018 Q2	$0	Hold	10	–	–	﹤0.01%	230
2018 Q1	$0	Hold	10	–	–	﹤0.01%	243
2017 Q4	$0	Sell	10 -10	-50%	-$510	﹤0.01%	247
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	210
2017 Q2	$1K	Sell	20 -670	-97%	-$33.6K	0.01%	213
2017 Q1	$34K	Sell	690 -1,490	-68%	-$73.6K	0.18%	104
2016 Q4	$107K	Buy	+2,180	New	+$107K	0.61%	35
2016 Q2	–	Sell	-1,770	Closed	-$92K	–	249
2016 Q1	$92K	Buy	+1,770	New	+$86.2K	0.12%	79
2015 Q3	–	Sell	-20	Closed	-$1K	–	306
2015 Q2	$1K	Sell	20 -30	-60%	-$1.31K	0.01%	268
2015 Q1	$2K	Buy	+50	New	+$2.38K	0.01%	276

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Securities's SO Position: Q3 2019 in Review

Mitsubishi UFJ Securities sold out of Southern Company (SO) in Q3 2019, closing a stake of 1,850 shares — an estimated $102K sold.

Mitsubishi UFJ Securities first reported a position in SO in Q1 2015 and held it in 13 quarters. The position peaked at $136K in Q1 2019. 1,319 funds tracked by Wall St. Rank hold SO as of Q3 2019.

Mitsubishi UFJ Securities reported no remaining Southern Company position as of Q3 2019 after selling out during the quarter.
Mitsubishi UFJ Securities sold 1,850 Southern Company shares in Q3 2019, an estimated $102K.
Mitsubishi UFJ Securities first reported a position in Southern Company in Q1 2015 and held it in 13 quarters.
Mitsubishi UFJ Securities's Southern Company position peaked at $136K in Q1 2019.
1,319 funds tracked by Wall St. Rank held Southern Company as of Q3 2019.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2019, filed 14 Nov 2019.