AIB
SO icon

Allied Irish Banks’s Southern Company SO Stock Holding History

Allied Irish Banks’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
Q3 		$60K Hold
1,480
– – 5.32% 9
2013
Q2 		$65K Buy
+1,480
New +$68.1K 5.43% 8

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allied Irish Banks's SO Position: Q3 2013 in Review

Allied Irish Banks held its Southern Company (SO) position steady in Q3 2013 at 1,480 shares worth $60K. The position accounts for 5.32% of the portfolio, ranked #9.

Allied Irish Banks first reported a position in SO in Q2 2013 and has held it in 2 quarters since. The position peaked at $65K in Q2 2013. 859 funds tracked by Wall St. Rank hold SO as of Q3 2013.

  • Allied Irish Banks held 1,480 shares of Southern Company worth $60K as of Q3 2013.
  • Allied Irish Banks left its Southern Company share count unchanged in Q3 2013.
  • Southern Company made up 5.32% of Allied Irish Banks's portfolio in Q3 2013, its #9 holding.
  • Allied Irish Banks first reported a position in Southern Company in Q2 2013 and has held it in 2 quarters since.
  • Allied Irish Banks's Southern Company position peaked at $65K in Q2 2013.
  • 859 funds tracked by Wall St. Rank held Southern Company as of Q3 2013.

Based on Allied Irish Banks's 13F filing for Q3 2013, filed 14 Nov 2013.