Daiwa Capital Markets America’s Southern Company SO Stock Holding History

Daiwa Capital Markets America’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	$978K	Buy	+23,800	New	+$982K	0.01%	270

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

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 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

BFA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Daiwa Capital Markets America's SO Position: Q4 2013 in Review

Daiwa Capital Markets America opened a new position in Southern Company (SO) in Q4 2013: 23,800 shares worth $978K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

888 funds tracked by Wall St. Rank hold SO as of Q4 2013.

Daiwa Capital Markets America held 23,800 shares of Southern Company worth $978K as of Q4 2013.
Southern Company was a new Daiwa Capital Markets America position in Q4 2013.
Southern Company made up 0.01% of Daiwa Capital Markets America's portfolio in Q4 2013, its #270 holding.
888 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on Daiwa Capital Markets America's 13F filing for Q4 2013, filed 13 Feb 2014.