11A
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10-15 Associates’s Southern Company SO Stock Holding History

10-15 Associates’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
2013
Q4 		– Sell
-15,716
Closed -$647K – 96
2013
Q3 		$647K Buy
+15,716
New +$677K 0.27% 59

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

10-15 Associates's SO Position: Q4 2013 in Review

10-15 Associates sold out of Southern Company (SO) in Q4 2013, closing a stake of 15,716 shares — an estimated $647K sold.

10-15 Associates first reported a position in SO in Q3 2013 and held it in 1 quarter. The position peaked at $647K in Q3 2013. 887 funds tracked by Wall St. Rank hold SO as of Q4 2013.

  • 10-15 Associates reported no remaining Southern Company position as of Q4 2013 after selling out during the quarter.
  • 10-15 Associates sold 15,716 Southern Company shares in Q4 2013, an estimated $647K.
  • 10-15 Associates first reported a position in Southern Company in Q3 2013 and held it in 1 quarter.
  • 10-15 Associates's Southern Company position peaked at $647K in Q3 2013.
  • 887 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on 10-15 Associates's 13F filing for Q4 2013, filed 12 Feb 2014.