FNYS
SO icon

First New York Securities’s Southern Company SO Stock Holding History

First New York Securities’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
2016
Q3 		– Sell
-3,100
Closed -$166K – 317
2016
Q2 		$166K Buy
+3,100
New +$156K 0.1% 57
2015
Q4 		– Sell
-80
Closed -$3.58K – 250
2015
Q3 		$3.58K Hold
80
– – ﹤0.01% 277
2015
Q2 		$3.35K Sell
80
-220
-73% -$9.59K ﹤0.01% 376
2015
Q1 		$13.3K Sell
300
-200
-40% -$9.5K 0.01% 249
2014
Q4 		$24.6K Sell
500
-866
-63% -$40.9K 0.05% 187
2014
Q3 		$59.6K Buy
+1,366
New +$60K 0.04% 242

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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