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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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tirschwell & Loewy's SO Position: Q1 2017 in Review

Tirschwell & Loewy sold out of Southern Company (SO) in Q1 2017, closing a stake of 52,285 shares — an estimated $2.57M sold.

Tirschwell & Loewy first reported a position in SO in Q2 2013 and held it in 15 quarters. The position peaked at $3.07M in Q4 2014. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

  • Tirschwell & Loewy reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
  • Tirschwell & Loewy sold 52,285 Southern Company shares in Q1 2017, an estimated $2.57M.
  • Tirschwell & Loewy first reported a position in Southern Company in Q2 2013 and held it in 15 quarters.
  • Tirschwell & Loewy's Southern Company position peaked at $3.07M in Q4 2014.
  • 1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Tirschwell & Loewy's 13F filing for Q1 2017, filed 4 May 2017.