IR
SOJE

IAT Reinsurance’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History

IAT Reinsurance’s Portfolio SOJE Stock Details SOJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-80,000
Closed -$2M – 80
2020
Q3 		$2M Buy
+80,000
New +$1.99M 0.49% 26

Other funds holding SOJE

KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

IAT Reinsurance's SOJE Position: Q4 2020 in Review

IAT Reinsurance sold out of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) in Q4 2020, closing a stake of 80,000 shares — an estimated $2M sold.

IAT Reinsurance first reported a position in SOJE in Q3 2020 and held it in 1 quarter. The position peaked at $2M in Q3 2020. 2 funds tracked by Wall St. Rank hold SOJE as of Q4 2020.

  • IAT Reinsurance reported no remaining Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position as of Q4 2020 after selling out during the quarter.
  • IAT Reinsurance sold 80,000 Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 shares in Q4 2020, an estimated $2M.
  • IAT Reinsurance first reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in Q3 2020 and held it in 1 quarter.
  • IAT Reinsurance's Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position peaked at $2M in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 as of Q4 2020.

Based on IAT Reinsurance's 13F filing for Q4 2020, filed 1 Feb 2021.