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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 		$280K Buy
5,700
+4,600
+418% +$223K ﹤0.01% 2014
2017
Q2 		$53K Buy
+1,100
New +$55.1K ﹤0.01% 2800
2017
Q1 		– Sell
-1,000
Closed -$49K – 3287
2016
Q4 		$49K Sell
1,000
-300
-23% -$14.7K ﹤0.01% 2407
2016
Q3 		$67K Sell
1,300
-6,000
-82% -$316K ﹤0.01% 2545
2016
Q2 		$391K Sell
7,300
-2,700
-27% -$136K 0.01% 1788
2016
Q1 		$517K Sell
10,000
-64,900
-87% -$3.16M 0.01% 1555
2015
Q4 		$3.5M Sell
74,900
-18,200
-20% -$825K 0.04% 671
2015
Q3 		$4.16M Sell
93,100
-31,300
-25% -$1.37M 0.04% 618
2015
Q2 		$5.21M Sell
124,400
-44,300
-26% -$1.93M 0.05% 536
2015
Q1 		$7.47M Sell
168,700
-44,200
-21% -$2.1M 0.07% 347
2014
Q4 		$10.5M Buy
212,900
+57,600
+37% +$2.72M 0.07% 388
2014
Q3 		$6.78M Sell
155,300
-157,000
-50% -$6.9M 0.03% 752
2014
Q2 		$14.2M Buy
312,300
+71,700
+30% +$3.17M 0.07% 380
2014
Q1 		$10.6M Buy
240,600
+120,100
+100% +$5.03M 0.06% 428
2013
Q4 		$4.95M Buy
120,500
+84,800
+238% +$3.5M 0.03% 876
2013
Q3 		$1.47M Sell
35,700
-3,000
-8% -$129K 0.01% 1620
2013
Q2 		$1.71M Buy
+38,700
New +$1.78M 0.01% 1502

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.