Atherton Lane Advisers’s Southern Company SO Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$302K	Hold	6,449	–	–	0.02%	186
2015 Q3	$288K	Hold	6,449	–	–	0.02%	184
2015 Q2	$270K	Sell	6,449 -2,900	-31%	-$126K	0.01%	198
2015 Q1	$414K	Sell	9,349 -311	-3%	-$14.8K	0.02%	179
2014 Q4	$474K	Buy	9,660 +4,210	+77%	+$199K	0.03%	185
2014 Q3	$238K	Hold	5,450	–	–	0.01%	236
2014 Q2	$247K	Buy	+5,450	New	+$241K	0.01%	243
2014 Q1	–	Sell	-4,950	Closed	-$203K	–	164
2013 Q4	$203K	Buy	+4,950	New	+$204K	0.01%	147

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atherton Lane Advisers's SO Position: Q4 2015 in Review

Atherton Lane Advisers held its Southern Company (SO) position steady in Q4 2015 at 6,449 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #186.

Atherton Lane Advisers first reported a position in SO in Q4 2013 and has held it in 8 quarters since. The position peaked at $474K in Q4 2014. 1,057 funds tracked by Wall St. Rank hold SO as of Q4 2015.

Atherton Lane Advisers held 6,449 shares of Southern Company worth $302K as of Q4 2015.
Atherton Lane Advisers left its Southern Company share count unchanged in Q4 2015.
Southern Company made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #186 holding.
Atherton Lane Advisers first reported a position in Southern Company in Q4 2013 and has held it in 8 quarters since.
Atherton Lane Advisers's Southern Company position peaked at $474K in Q4 2014.
1,057 funds tracked by Wall St. Rank held Southern Company as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.