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Nationwide Fund Advisors’s Southern Company SO Stock Holding History

Nationwide Fund Advisors’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
-280,792
Closed -$13.8M – 1793
2017
Q3 		$13.8M Buy
280,792
+2,981
+1% +$145K 0.05% 469
2017
Q2 		$13.3M Sell
277,811
-2,039
-0.7% -$102K 0.05% 502
2017
Q1 		$13.9M Buy
279,850
+9,668
+4% +$478K 0.06% 495
2016
Q4 		$13.3M Sell
270,182
-6,903
-2% -$339K 0.06% 475
2016
Q3 		$14.2M Buy
277,085
+12,134
+5% +$639K 0.06% 451
2016
Q2 		$14.2M Buy
264,951
+1,151
+0.4% +$57.9K 0.06% 434
2016
Q1 		$13.6M Sell
263,800
-10,555
-4% -$514K 0.06% 435
2015
Q4 		$12.8M Buy
274,355
+6,300
+2% +$286K 0.06% 460
2015
Q3 		$12M Sell
268,055
-41,462
-13% -$1.82M 0.05% 447
2015
Q2 		$13M Buy
309,517
+26,951
+10% +$1.17M 0.05% 453
2015
Q1 		$12.5M Sell
282,566
-70,784
-20% -$3.36M 0.05% 485
2014
Q4 		$17.4M Sell
353,350
-22,231
-6% -$1.05M 0.07% 336
2014
Q3 		$16.4M Sell
375,581
-8,577
-2% -$377K 0.07% 352
2014
Q2 		$17.4M Sell
384,158
-8,538
-2% -$378K 0.07% 348
2014
Q1 		$17.3M Buy
392,696
+63,506
+19% +$2.66M 0.08% 311
2013
Q4 		$13.5M Buy
329,190
+8,626
+3% +$356K 0.06% 424
2013
Q3 		$13.2M Sell
320,564
-8,903
-3% -$384K 0.06% 403
2013
Q2 		$14.5M Buy
+329,467
New +$15.2M 0.08% 302

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nationwide Fund Advisors's SO Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Southern Company (SO) in Q4 2017, closing a stake of 280,792 shares — an estimated $13.8M sold.

Nationwide Fund Advisors first reported a position in SO in Q2 2013 and held it in 18 quarters. The position peaked at $17.4M in Q2 2014. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 280,792 Southern Company shares in Q4 2017, an estimated $13.8M.
  • Nationwide Fund Advisors first reported a position in Southern Company in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Southern Company position peaked at $17.4M in Q2 2014.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.