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Ground Swell Capital’s Southern Company SO Stock Holding History

Ground Swell 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
2014
Q3 		$66K Buy
1,509
+515
+52% +$22.6K 0.12% 159
2014
Q2 		$45K Buy
+994
New +$44K 0.09% 171

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
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 $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ground Swell Capital's SO Position: Q3 2014 in Review

Ground Swell Capital increased its Southern Company (SO) stake by 52% in Q3 2014, buying an estimated $22.6K and bringing the position to 1,509 shares worth $66K. The position accounts for 0.12% of the portfolio, ranked #159.

Ground Swell Capital first reported a position in SO in Q2 2014 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold SO as of Q3 2014.

  • Ground Swell Capital held 1,509 shares of Southern Company worth $66K as of Q3 2014.
  • Ground Swell Capital bought 515 Southern Company shares in Q3 2014, an estimated $22.6K.
  • Southern Company made up 0.12% of Ground Swell Capital's portfolio in Q3 2014, its #159 holding.
  • Ground Swell Capital first reported a position in Southern Company in Q2 2014 and has held it in 2 quarters since.
  • 924 funds tracked by Wall St. Rank held Southern Company as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.