Old Mutual Customised Solutions’s Southern Company SO Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$3.37M	Hold	72,862	–	–	0.34%	74
2018 Q1	$3.25M	Buy	72,862 +13,500	+23%	+$599K	0.33%	73
2017 Q4	$2.85M	Buy	59,362 +18,300	+45%	+$932K	0.29%	90
2017 Q3	$2.02M	Buy	41,062 +2,400	+6%	+$116K	0.27%	93
2017 Q2	$1.85M	Sell	38,662 -1,700	-4%	-$85.2K	0.27%	92
2017 Q1	$2.01M	Buy	40,362 +10,362	+35%	+$512K	0.31%	75
2016 Q4	$1.48M	Buy	30,000 +8,600	+40%	+$423K	0.27%	86
2016 Q3	$1.1M	Sell	21,400 -1,400	-6%	-$73.7K	0.32%	69
2016 Q2	$1.22M	Buy	22,800 +13,400	+143%	+$674K	0.31%	67
2016 Q1	$486K	Sell	9,400 -3,500	-27%	-$171K	0.13%	197
2015 Q4	$604K	Hold	12,900	–	–	0.15%	156
2015 Q3	$577K	Sell	12,900 -5,200	-29%	-$228K	0.16%	162
2015 Q2	$758K	Hold	18,100	–	–	0.18%	135
2015 Q1	$801K	Hold	18,100	–	–	0.19%	130
2014 Q4	$889K	Sell	18,100 -500	-3%	-$23.6K	0.25%	90
2014 Q3	$812K	Sell	18,600 -2,900	-13%	-$127K	0.23%	89
2014 Q2	$976K	Sell	21,500 -700	-3%	-$31K	0.24%	82
2014 Q1	$975K	Buy	22,200 +11,500	+107%	+$482K	0.24%	81
2013 Q4	$440K	Hold	10,700	–	–	0.12%	195
2013 Q3	$441K	Hold	10,700	–	–	0.12%	182
2013 Q2	$472K	Buy	+10,700	New	+$492K	0.14%	151

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Old Mutual Customised Solutions's SO Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Southern Company (SO) position steady in Q2 2018 at 72,862 shares worth $3.37M. The position accounts for 0.34% of the portfolio, ranked #74.

Old Mutual Customised Solutions first reported a position in SO in Q2 2013 and has held it in 21 quarters since. 1,181 funds tracked by Wall St. Rank hold SO as of Q2 2018.

Old Mutual Customised Solutions held 72,862 shares of Southern Company worth $3.37M as of Q2 2018.
Old Mutual Customised Solutions left its Southern Company share count unchanged in Q2 2018.
Southern Company made up 0.34% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #74 holding.
Old Mutual Customised Solutions first reported a position in Southern Company in Q2 2013 and has held it in 21 quarters since.
1,181 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.