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Nuance Investments’s Southern Company SO Stock Holding History

Nuance Investments’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
Q1 		– Sell
-210,477
Closed -$10.4M – 78
2016
Q4 		$10.4M Buy
+210,477
New +$10.3M 0.87% 25
2015
Q3 		– Sell
-34,184
Closed -$1.43M – 63
2015
Q2 		$1.43M Buy
34,184
+1,021
+3% +$44.5K 0.14% 40
2015
Q1 		$1.47M Buy
+33,163
New +$1.58M 0.15% 37
2014
Q1 		– Sell
-8,900
Closed -$366K – 62
2013
Q4 		$366K Buy
+8,900
New +$367K 0.08% 53

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuance Investments's SO Position: Q1 2017 in Review

Nuance Investments sold out of Southern Company (SO) in Q1 2017, closing a stake of 210,477 shares — an estimated $10.4M sold.

Nuance Investments first reported a position in SO in Q4 2013 and held it in 4 quarters. The position peaked at $10.4M in Q4 2016. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

  • Nuance Investments reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
  • Nuance Investments sold 210,477 Southern Company shares in Q1 2017, an estimated $10.4M.
  • Nuance Investments first reported a position in Southern Company in Q4 2013 and held it in 4 quarters.
  • Nuance Investments's Southern Company position peaked at $10.4M in Q4 2016.
  • 1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Nuance Investments's 13F filing for Q1 2017, filed 3 May 2017.