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Ostrum Asset Management US’s Southern Company SO Stock Holding History

Ostrum Asset Management US’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
Q1 		– Sell
-26,014
Closed -$1.14M – 195
2018
Q4 		$1.14M Buy
+26,014
New +$1.18M 0.17% 73

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ostrum Asset Management US's SO Position: Q1 2019 in Review

Ostrum Asset Management US sold out of Southern Company (SO) in Q1 2019, closing a stake of 26,014 shares — an estimated $1.14M sold.

Ostrum Asset Management US first reported a position in SO in Q4 2018 and held it in 1 quarter. The position peaked at $1.14M in Q4 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Ostrum Asset Management US reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Ostrum Asset Management US sold 26,014 Southern Company shares in Q1 2019, an estimated $1.14M.
  • Ostrum Asset Management US first reported a position in Southern Company in Q4 2018 and held it in 1 quarter.
  • Ostrum Asset Management US's Southern Company position peaked at $1.14M in Q4 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Ostrum Asset Management US's 13F filing for Q1 2019, filed 15 May 2019.