AFIA
SO icon

America First Investment Advisors’s Southern Company SO Stock Holding History

America First Investment Advisors’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
2014
Q3 		– Sell
-100
Closed -$5K – 175
2014
Q2 		$5K Hold
100
– – ﹤0.01% 140
2014
Q1 		$4K Hold
100
– – ﹤0.01% 145
2013
Q4 		$4K Hold
100
– – ﹤0.01% 166
2013
Q3 		$4K Buy
+100
New +$4.31K ﹤0.01% 169

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

America First Investment Advisors's SO Position: Q3 2014 in Review

America First Investment Advisors sold out of Southern Company (SO) in Q3 2014, closing a stake of 100 shares — an estimated $5K sold.

America First Investment Advisors first reported a position in SO in Q3 2013 and held it in 4 quarters. The position peaked at $5K in Q2 2014. 924 funds tracked by Wall St. Rank hold SO as of Q3 2014.

  • America First Investment Advisors reported no remaining Southern Company position as of Q3 2014 after selling out during the quarter.
  • America First Investment Advisors sold 100 Southern Company shares in Q3 2014, an estimated $5K.
  • America First Investment Advisors first reported a position in Southern Company in Q3 2013 and held it in 4 quarters.
  • America First Investment Advisors's Southern Company position peaked at $5K in Q2 2014.
  • 924 funds tracked by Wall St. Rank held Southern Company as of Q3 2014.

Based on America First Investment Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.