Tirschwell & Loewy’s Southern Company SO Stock Holding History

Tirschwell & Loewy’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	-52,285	Closed	-$2.57M	–	80
2016 Q4	$2.57M	Sell	52,285 -2,950	-5%	-$145K	0.46%	41
2016 Q3	$2.83M	Hold	55,235	–	–	0.47%	41
2016 Q2	$2.96M	Sell	55,235 -700	-1%	-$35.2K	0.52%	42
2016 Q1	$2.89M	Sell	55,935 -8,915	-14%	-$434K	0.51%	43
2015 Q4	$3.03M	Buy	64,850 +245	+0.4%	+$11.1K	0.53%	40
2015 Q3	$2.89M	Hold	64,605	–	–	0.54%	39
2015 Q2	$2.71M	Buy	64,605 +3,500	+6%	+$152K	0.46%	44
2015 Q1	$2.71M	Sell	61,105 -1,375	-2%	-$65.3K	0.45%	45
2014 Q4	$3.07M	Sell	62,480 -3,300	-5%	-$156K	0.5%	43
2014 Q3	$2.87M	Buy	65,780 +1,850	+3%	+$81.3K	0.48%	44
2014 Q2	$2.9M	Buy	63,930 +300	+0.5%	+$13.3K	0.47%	44
2014 Q1	$2.8M	Buy	63,630 +350	+0.6%	+$14.7K	0.48%	43
2013 Q4	$2.6M	Buy	63,280 +1,645	+3%	+$67.9K	0.45%	45
2013 Q3	$2.54M	Buy	61,635 +650	+1%	+$28K	0.49%	43
2013 Q2	$2.69M	Buy	+60,985	New	+$2.8M	0.57%	41

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return