Guardian Investor Services’s Southern Company SO Stock Holding History

Guardian Investor Services’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	$278K	Buy	6,283 +58	+0.9%	+$2.75K	0.22%	111
2014 Q4	$306K	Sell	6,225 -128	-2%	-$6.04K	0.24%	105
2014 Q3	$277K	Sell	6,353 -252	-4%	-$11.1K	0.22%	113
2014 Q2	$300K	Sell	6,605 -195	-3%	-$8.62K	0.23%	107
2014 Q1	$299K	Sell	6,800 -203	-3%	-$8.51K	0.23%	107
2013 Q4	$288K	Buy	7,003 +29	+0.4%	+$1.2K	0.22%	115
2013 Q3	$287K	Sell	6,974 -85	-1%	-$3.66K	0.24%	98
2013 Q2	$312K	Buy	+7,059	New	+$325K	0.27%	87

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

Guardian Investor Services's SO Position: Q1 2015 in Review

Guardian Investor Services increased its Southern Company (SO) stake by 0.93% in Q1 2015, buying an estimated $2.75K and bringing the position to 6,283 shares worth $278K. The position accounts for 0.22% of the portfolio, ranked #111.

Guardian Investor Services first reported a position in SO in Q2 2013 and has held it in 8 quarters since. The position peaked at $312K in Q2 2013. 1,029 funds tracked by Wall St. Rank hold SO as of Q1 2015.

Guardian Investor Services held 6,283 shares of Southern Company worth $278K as of Q1 2015.
Guardian Investor Services bought 58 Southern Company shares in Q1 2015, an estimated $2.75K.
Southern Company made up 0.22% of Guardian Investor Services's portfolio in Q1 2015, its #111 holding.
Guardian Investor Services first reported a position in Southern Company in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Southern Company position peaked at $312K in Q2 2013.
1,029 funds tracked by Wall St. Rank held Southern Company as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.