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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
Q3 		$1.78M Buy
36,200
+3,900
+12% +$189K 0.03% 796
2017
Q2 		$1.55M Buy
32,300
+21,300
+194% +$1.07M 0.03% 809
2017
Q1 		$548K Buy
11,000
+7,700
+233% +$381K 0.02% 1179
2016
Q4 		$162K Sell
3,300
-8,300
-72% -$408K ﹤0.01% 2021
2016
Q3 		$595K Sell
11,600
-63,000
-84% -$3.32M 0.01% 1429
2016
Q2 		$4M Buy
74,600
+39,700
+114% +$2M 0.07% 379
2016
Q1 		$1.8M Buy
34,900
+25,100
+256% +$1.22M 0.03% 750
2015
Q4 		$459K Sell
9,800
-600
-6% -$27.2K ﹤0.01% 1977
2015
Q3 		$465K Sell
10,400
-41,500
-80% -$1.82M ﹤0.01% 2104
2015
Q2 		$2.17M Sell
51,900
-152,600
-75% -$6.65M 0.02% 1084
2015
Q1 		$9.05M Sell
204,500
-295,200
-59% -$14M 0.09% 264
2014
Q4 		$24.5M Buy
499,700
+13,300
+3% +$628K 0.15% 128
2014
Q3 		$21.2M Buy
486,400
+302,100
+164% +$13.3M 0.11% 214
2014
Q2 		$8.36M Sell
184,300
-129,900
-41% -$5.74M 0.04% 646
2014
Q1 		$13.8M Buy
314,200
+75,200
+31% +$3.15M 0.08% 301
2013
Q4 		$9.82M Buy
239,000
+140,200
+142% +$5.79M 0.05% 451
2013
Q3 		$4.07M Buy
98,800
+35,200
+55% +$1.52M 0.03% 871
2013
Q2 		$2.81M Buy
+63,600
New +$2.92M 0.02% 1113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 1,193 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.
  • 1,193 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.