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Fiera Capital’s Southern Company SO Stock Holding History

Fiera Capital’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
Q3 		$1.99M Sell
48,420
-14,500
-23% -$625K 0.13% 62
2013
Q2 		$2.78M Buy
+62,920
New +$2.89M 0.2% 55

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiera Capital's SO Position: Q3 2013 in Review

Fiera Capital reduced its Southern Company (SO) stake by 23% in Q3 2013, selling an estimated $625K and leaving 48,420 shares worth $1.99M. The position accounts for 0.13% of the portfolio, ranked #62.

Fiera Capital first reported a position in SO in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.78M in Q2 2013. 859 funds tracked by Wall St. Rank hold SO as of Q3 2013.

  • Fiera Capital held 48,420 shares of Southern Company worth $1.99M as of Q3 2013.
  • Fiera Capital sold 14,500 Southern Company shares in Q3 2013, an estimated $625K.
  • Southern Company made up 0.13% of Fiera Capital's portfolio in Q3 2013, its #62 holding.
  • Fiera Capital first reported a position in Southern Company in Q2 2013 and has held it in 2 quarters since.
  • Fiera Capital's Southern Company position peaked at $2.78M in Q2 2013.
  • 859 funds tracked by Wall St. Rank held Southern Company as of Q3 2013.

Based on Fiera Capital's 13F filing for Q3 2013, filed 14 Nov 2013.