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Park Avenue Institutional Advisers’s Southern Company SO Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-5,765
Closed -$309K – 355
2016
Q2 		$309K Buy
5,765
+39
+0.7% +$1.96K 0.27% 92
2016
Q1 		$296K Sell
5,726
-161
-3% -$7.84K 0.26% 94
2015
Q4 		$275K Sell
5,887
-153
-3% -$6.94K 0.24% 101
2015
Q3 		$270K Sell
6,040
-96
-2% -$4.21K 0.24% 101
2015
Q2 		$257K Buy
+6,136
New +$267K 0.21% 122

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Park Avenue Institutional Advisers's SO Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Southern Company (SO) in Q3 2016, closing a stake of 5,765 shares — an estimated $309K sold.

Park Avenue Institutional Advisers first reported a position in SO in Q2 2015 and held it in 5 quarters. The position peaked at $309K in Q2 2016. 1,134 funds tracked by Wall St. Rank hold SO as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Southern Company position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 5,765 Southern Company shares in Q3 2016, an estimated $309K.
  • Park Avenue Institutional Advisers first reported a position in Southern Company in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Southern Company position peaked at $309K in Q2 2016.
  • 1,134 funds tracked by Wall St. Rank held Southern Company as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.