MU Investments Company’s Southern Company SO Stock Holding History

MU Investments 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
2017 Q4	–	Sell	-340	Closed	-$17K	–	173
2017 Q3	$17K	Sell	340 -140	-29%	-$6.79K	0.01%	157
2017 Q2	$23K	Sell	480 -200	-29%	-$10K	0.02%	166
2017 Q1	$34K	Buy	+680	New	+$33.6K	0.02%	159
2015 Q3	–	Sell	-800	Closed	-$34K	–	292
2015 Q2	$34K	Hold	800	–	–	0.02%	279
2015 Q1	$35K	Hold	800	–	–	0.02%	279
2014 Q4	$40K	Hold	800	–	–	0.02%	290
2014 Q3	$35K	Hold	800	–	–	0.02%	300
2014 Q2	$36K	Hold	800	–	–	0.02%	302
2014 Q1	$35K	Hold	800	–	–	0.02%	302
2013 Q4	$33K	Hold	800	–	–	0.01%	310
2013 Q3	$33K	Hold	800	–	–	0.02%	295
2013 Q2	$35K	Buy	+800	New	+$36.8K	0.01%	292

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

MU Investments Company's SO Position: Q4 2017 in Review

MU Investments Company sold out of Southern Company (SO) in Q4 2017, closing a stake of 340 shares — an estimated $17K sold.

MU Investments Company first reported a position in SO in Q2 2013 and held it in 12 quarters. The position peaked at $40K in Q4 2014. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

MU Investments Company reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
MU Investments Company sold 340 Southern Company shares in Q4 2017, an estimated $17K.
MU Investments Company first reported a position in Southern Company in Q2 2013 and held it in 12 quarters.
MU Investments Company's Southern Company position peaked at $40K in Q4 2014.
1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on MU Investments Company's 13F filing for Q4 2017, filed 17 Jan 2018.