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Advanced Investment Partners’s Southern Company SO Stock Holding History

Advanced Investment Partners’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
Q2 		$21K Buy
+486
New +$22.3K 0.04% 260

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Advanced Investment Partners's SO Position: Q2 2013 in Review

Advanced Investment Partners opened a new position in Southern Company (SO) in Q2 2013: 486 shares worth $21K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings.

858 funds tracked by Wall St. Rank hold SO as of Q2 2013.

  • Advanced Investment Partners held 486 shares of Southern Company worth $21K as of Q2 2013.
  • Southern Company was a new Advanced Investment Partners position in Q2 2013.
  • Southern Company made up 0.04% of Advanced Investment Partners's portfolio in Q2 2013, its #260 holding.
  • 858 funds tracked by Wall St. Rank held Southern Company as of Q2 2013.

Based on Advanced Investment Partners's 13F filing for Q2 2013, filed 16 Aug 2013.