Fiduciary Services Corp’s Southern Company SO Stock Holding History

Fiduciary Services Corp’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 Q1	$1.41M	Buy	31,883 +4	+0%	+$190	0.46%	74
2014 Q4	$1.57M	Sell	31,879 -584	-2%	-$27.6K	0.54%	63
2014 Q3	$1.42M	Buy	32,463 +3	+0%	+$132	0.52%	64
2014 Q2	$1.47M	Sell	32,460 -1,040	-3%	-$46K	0.55%	61
2014 Q1	$1.47M	Sell	33,500 -745	-2%	-$31.2K	0.59%	59
2013 Q4	$1.41M	Sell	34,245 -1,213	-3%	-$50.1K	0.56%	57
2013 Q3	$1.46M	Sell	35,458 -439	-1%	-$18.9K	0.65%	51
2013 Q2	$1.58M	Buy	+35,897	New	+$1.65M	0.7%	49

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

Fiduciary Services Corp's SO Position: Q1 2015 in Review

Fiduciary Services Corp increased its Southern Company (SO) stake by 0.01% in Q1 2015, buying an estimated $190 and bringing the position to 31,883 shares worth $1.41M. The position accounts for 0.46% of the portfolio, ranked #74.

Fiduciary Services Corp first reported a position in SO in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2013. 1,028 funds tracked by Wall St. Rank hold SO as of Q1 2015.

Fiduciary Services Corp held 31,883 shares of Southern Company worth $1.41M as of Q1 2015.
Fiduciary Services Corp bought 4 Southern Company shares in Q1 2015, an estimated $190.
Southern Company made up 0.46% of Fiduciary Services Corp's portfolio in Q1 2015, its #74 holding.
Fiduciary Services Corp first reported a position in Southern Company in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's Southern Company position peaked at $1.58M in Q2 2013.
1,028 funds tracked by Wall St. Rank held Southern Company as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.