EisnerAmper Wealth Management Corporate Benefits’s Southern Company SO Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q2	–	Sell	-15,498	Closed	-$686K	–	102
2015 Q1	$686K	Buy	15,498 +1,453	+10%	+$69K	0.52%	40
2014 Q4	$689K	Buy	+14,045	New	+$663K	0.55%	33

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

BFA

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

EisnerAmper Wealth Management Corporate Benefits's SO Position: Q2 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Southern Company (SO) in Q2 2015, closing a stake of 15,498 shares — an estimated $686K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SO in Q4 2014 and held it in 2 quarters. The position peaked at $689K in Q4 2014. 986 funds tracked by Wall St. Rank hold SO as of Q2 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Southern Company position as of Q2 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 15,498 Southern Company shares in Q2 2015, an estimated $686K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Southern Company in Q4 2014 and held it in 2 quarters.
EisnerAmper Wealth Management Corporate Benefits's Southern Company position peaked at $689K in Q4 2014.
986 funds tracked by Wall St. Rank held Southern Company as of Q2 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2015, filed 16 Jul 2015.