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Edinburgh Partners’s Southern Company SO Stock Holding History

Edinburgh 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
Q4 		– Sell
-631
Closed -$26K – 42
2013
Q3 		$26K Hold
631
– – ﹤0.01% 39
2013
Q2 		$28K Buy
+631
New +$29K ﹤0.01% 39

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
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
Bank of New York Mellon
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edinburgh Partners's SO Position: Q4 2013 in Review

Edinburgh Partners sold out of Southern Company (SO) in Q4 2013, closing a stake of 631 shares — an estimated $26K sold.

Edinburgh Partners first reported a position in SO in Q2 2013 and held it in 2 quarters. The position peaked at $28K in Q2 2013. 887 funds tracked by Wall St. Rank hold SO as of Q4 2013.

  • Edinburgh Partners reported no remaining Southern Company position as of Q4 2013 after selling out during the quarter.
  • Edinburgh Partners sold 631 Southern Company shares in Q4 2013, an estimated $26K.
  • Edinburgh Partners first reported a position in Southern Company in Q2 2013 and held it in 2 quarters.
  • Edinburgh Partners's Southern Company position peaked at $28K in Q2 2013.
  • 887 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on Edinburgh Partners's 13F filing for Q4 2013, filed 3 Feb 2014.