ST
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Spot Trading’s Southern Company SO Stock Holding History

Spot Trading’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
-741
Closed -$36.6K – 3286
2016
Q4 		$36K Sell
741
-8,759
-92% -$430K ﹤0.01% 2461
2016
Q3 		$487K Buy
+9,500
New +$500K 0.01% 1542
2016
Q1 		– Sell
-68,427
Closed -$3.33M – 3915
2015
Q4 		$3.2M Buy
68,427
+13,072
+24% +$593K 0.03% 714
2015
Q3 		$2.47M Sell
55,355
-18,944
-25% -$831K 0.02% 944
2015
Q2 		$3.11M Buy
74,299
+4,709
+7% +$205K 0.03% 858
2015
Q1 		$3.08M Buy
+69,590
New +$3.31M 0.03% 825
2014
Q3 		– Sell
-114,572
Closed -$5.03M – 4685
2014
Q2 		$5.2M Buy
+114,572
New +$5.07M 0.02% 930
2013
Q4 		– Sell
-4,434
Closed -$183K – 4273
2013
Q3 		$183K Sell
4,434
-5,855
-57% -$252K ﹤0.01% 3080
2013
Q2 		$454K Buy
+10,289
New +$473K ﹤0.01% 2507

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spot Trading's SO Position: Q1 2017 in Review

Spot Trading sold out of Southern Company (SO) in Q1 2017, closing a stake of 741 shares — an estimated $36.6K sold.

Spot Trading first reported a position in SO in Q2 2013 and held it in 9 quarters. The position peaked at $5.2M in Q2 2014. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

  • Spot Trading reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
  • Spot Trading sold 741 Southern Company shares in Q1 2017, an estimated $36.6K.
  • Spot Trading first reported a position in Southern Company in Q2 2013 and held it in 9 quarters.
  • Spot Trading's Southern Company position peaked at $5.2M in Q2 2014.
  • 1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Spot Trading's 13F filing for Q1 2017, filed 1 May 2017.