Reynders McVeigh Capital Management’s Southern Company SO Stock Holding History

Reynders McVeigh Capital 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
2017 Q4	–	Sell	-4,893	Closed	-$240K	–	209
2017 Q3	$240K	Hold	4,893	–	–	0.03%	190
2017 Q2	$234K	Hold	4,893	–	–	0.03%	204
2017 Q1	$244K	Sell	4,893 -388	-7%	-$19.2K	0.03%	199
2016 Q4	$260K	Hold	5,281	–	–	0.04%	195
2016 Q3	$271K	Hold	5,281	–	–	0.04%	184
2016 Q2	$283K	Sell	5,281 -316	-6%	-$15.9K	0.04%	182
2016 Q1	$290K	Buy	+5,597	New	+$273K	0.04%	184
2015 Q2	–	Sell	-6,993	Closed	-$310K	–	207
2015 Q1	$310K	Sell	6,993 -180	-3%	-$8.55K	0.05%	149
2014 Q4	$352K	Buy	7,173 +19	+0.3%	+$897	0.06%	136
2014 Q3	$312K	Sell	7,154 -57	-0.8%	-$2.5K	0.06%	138
2014 Q2	$327K	Sell	7,211 -199	-3%	-$8.8K	0.07%	134
2014 Q1	$326K	Buy	7,410 +23	+0.3%	+$964	0.08%	131
2013 Q4	$304K	Sell	7,387 -226	-3%	-$9.33K	0.08%	136
2013 Q3	$314K	Sell	7,613 -764	-9%	-$32.9K	0.09%	130
2013 Q2	$370K	Buy	+8,377	New	+$385K	0.11%	119

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reynders McVeigh Capital Management's SO Position: Q4 2017 in Review

Reynders McVeigh Capital Management sold out of Southern Company (SO) in Q4 2017, closing a stake of 4,893 shares — an estimated $240K sold.

Reynders McVeigh Capital Management first reported a position in SO in Q2 2013 and held it in 15 quarters. The position peaked at $370K in Q2 2013. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

Reynders McVeigh Capital Management reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
Reynders McVeigh Capital Management sold 4,893 Southern Company shares in Q4 2017, an estimated $240K.
Reynders McVeigh Capital Management first reported a position in Southern Company in Q2 2013 and held it in 15 quarters.
Reynders McVeigh Capital Management's Southern Company position peaked at $370K in Q2 2013.
1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Reynders McVeigh Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.