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Parametrica Management’s Southern Company SO Stock Holding History

Parametrica Management’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
Q1 		– Sell
-8,372
Closed -$403K – 395
2017
Q4 		$403K Buy
+8,372
New +$427K 0.26% 104
2014
Q1 		– Sell
-10,334
Closed -$425K – 122
2013
Q4 		$425K Buy
+10,334
New +$426K 1.17% 14

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parametrica Management's SO Position: Q1 2018 in Review

Parametrica Management sold out of Southern Company (SO) in Q1 2018, closing a stake of 8,372 shares — an estimated $403K sold.

Parametrica Management first reported a position in SO in Q4 2013 and held it in 2 quarters. The position peaked at $425K in Q4 2013. 1,195 funds tracked by Wall St. Rank hold SO as of Q1 2018.

  • Parametrica Management reported no remaining Southern Company position as of Q1 2018 after selling out during the quarter.
  • Parametrica Management sold 8,372 Southern Company shares in Q1 2018, an estimated $403K.
  • Parametrica Management first reported a position in Southern Company in Q4 2013 and held it in 2 quarters.
  • Parametrica Management's Southern Company position peaked at $425K in Q4 2013.
  • 1,195 funds tracked by Wall St. Rank held Southern Company as of Q1 2018.

Based on Parametrica Management's 13F filing for Q1 2018, filed 24 Apr 2018.