IR
SOJA

IAT Reinsurance’s The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 SOJA Stock Holding History

IAT Reinsurance’s Portfolio SOJA Stock Details SOJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-20,000
Closed -$509K – 138
2018
Q4 		$509K Buy
+20,000
New +$510K 0.1% 98

Other funds holding SOJA

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IAT Reinsurance's SOJA Position: Q1 2019 in Review

IAT Reinsurance sold out of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) in Q1 2019, closing a stake of 20,000 shares — an estimated $509K sold.

IAT Reinsurance first reported a position in SOJA in Q4 2018 and held it in 1 quarter. The position peaked at $509K in Q4 2018. 6 funds tracked by Wall St. Rank hold SOJA as of Q1 2019.

  • IAT Reinsurance reported no remaining The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 position as of Q1 2019 after selling out during the quarter.
  • IAT Reinsurance sold 20,000 The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 shares in Q1 2019, an estimated $509K.
  • IAT Reinsurance first reported a position in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in Q4 2018 and held it in 1 quarter.
  • IAT Reinsurance's The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 position peaked at $509K in Q4 2018.
  • 6 funds tracked by Wall St. Rank held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 as of Q1 2019.

Based on IAT Reinsurance's 13F filing for Q1 2019, filed 14 May 2019.