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Founders Bank & Trust’s Southern Company SO Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$467K Sell
9,510
-67
-0.7% -$3.16K 0.25% 63
2014
Q3 		$418K Buy
9,577
+843
+10% +$37K 0.23% 65
2014
Q2 		$396K Buy
8,734
+245
+3% +$10.8K 0.22% 68
2014
Q1 		$373K Buy
8,489
+2,565
+43% +$108K 0.22% 69
2013
Q4 		$242K Buy
5,924
+2,379
+67% +$98.2K 0.14% 83
2013
Q3 		$146K Buy
3,545
+2,588
+270% +$111K 0.07% 95
2013
Q2 		$42K Buy
+957
New +$44K 0.02% 155

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Founders Bank & Trust's SO Position: Q4 2014 in Review

Founders Bank & Trust reduced its Southern Company (SO) stake by 0.7% in Q4 2014, selling an estimated $3.16K and leaving 9,510 shares worth $467K. The position accounts for 0.25% of the portfolio, ranked #63.

Founders Bank & Trust first reported a position in SO in Q2 2013 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold SO as of Q4 2014.

  • Founders Bank & Trust held 9,510 shares of Southern Company worth $467K as of Q4 2014.
  • Founders Bank & Trust sold 67 Southern Company shares in Q4 2014, an estimated $3.16K.
  • Southern Company made up 0.25% of Founders Bank & Trust's portfolio in Q4 2014, its #63 holding.
  • Founders Bank & Trust first reported a position in Southern Company in Q2 2013 and has held it in 7 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Southern Company as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.