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SHCM
Stokes & Hubbell Capital Management’s
Southern Company
SO
Stock Holding History
Stokes & Hubbell 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
2019
Q1
$848K
Buy
16,406
+444
+3%
+$21.8K
0.18%
76
2018
Q4
$701K
Buy
15,962
+52
+0.3%
+$2.36K
0.16%
73
2018
Q3
$694K
Sell
15,910
-193
-1%
-$8.89K
0.14%
74
2018
Q2
$746K
Sell
16,103
-9,053
-36%
-$405K
0.17%
72
2018
Q1
$1.12M
Sell
25,156
-932
-4%
-$41.4K
0.26%
65
2017
Q4
$1.25M
Buy
26,088
+144
+0.6%
+$7.34K
0.3%
60
2017
Q3
$1.27M
Buy
25,944
+7,642
+42%
+$370K
0.33%
62
2017
Q2
$876K
Buy
18,302
+1,784
+11%
+$89.4K
0.27%
59
2017
Q1
$822K
Buy
16,518
+34
+0.2%
+$1.68K
0.28%
55
2016
Q4
$811K
Buy
16,484
+36
+0.2%
+$1.77K
0.32%
51
2016
Q3
$844K
Buy
16,448
+233
+1%
+$12.3K
0.35%
47
2016
Q2
$870K
Sell
16,215
-967
-6%
-$48.6K
0.38%
44
2016
Q1
$889K
Buy
17,182
+34
+0.2%
+$1.66K
0.41%
42
2015
Q4
$802K
Sell
17,148
-497
-3%
-$22.5K
0.44%
41
2015
Q3
$789K
Buy
+17,645
New
+$774K
0.48%
41
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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