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Robert Torray’s Southern Company SO Stock Holding History

Robert Torray’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
Q1 		– Sell
-7,500
Closed -$369K – 116
2016
Q4 		$369K Hold
7,500
– – 0.04% 103
2016
Q3 		$385K Hold
7,500
– – 0.04% 76
2016
Q2 		$402K Buy
+7,500
New +$377K 0.03% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robert Torray's SO Position: Q1 2017 in Review

Robert Torray sold out of Southern Company (SO) in Q1 2017, closing a stake of 7,500 shares — an estimated $369K sold.

Robert Torray first reported a position in SO in Q2 2016 and held it in 3 quarters. The position peaked at $402K in Q2 2016. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

  • Robert Torray reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
  • Robert Torray sold 7,500 Southern Company shares in Q1 2017, an estimated $369K.
  • Robert Torray first reported a position in Southern Company in Q2 2016 and held it in 3 quarters.
  • Robert Torray's Southern Company position peaked at $402K in Q2 2016.
  • 1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Torray Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.