Index Management Solutions’s Southern Company SO Stock Holding History

Index Management Solutions’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 Q3	$87K	Buy	1,957 +123	+7%	+$5.4K	0.09%	70
2015 Q2	$77K	Buy	1,834 +968	+112%	+$42.2K	0.07%	127
2015 Q1	$38K	Sell	866 -65	-7%	-$3.09K	0.03%	189
2014 Q4	$46K	Sell	931 -2,506	-73%	-$118K	0.01%	383
2014 Q3	$150K	Buy	3,437 +1,872	+120%	+$82.2K	0.02%	733
2014 Q2	$71K	Buy	1,565 +129	+9%	+$5.7K	0.01%	762
2014 Q1	$63K	Sell	1,436 -961	-40%	-$40.3K	0.01%	690
2013 Q4	$99K	Buy	2,397 +153	+7%	+$6.31K	0.02%	196
2013 Q3	$92K	Buy	+2,244	New	+$96.7K	0.03%	219

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Index Management Solutions's SO Position: Q3 2015 in Review

Index Management Solutions increased its Southern Company (SO) stake by 6.7% in Q3 2015, buying an estimated $5.4K and bringing the position to 1,957 shares worth $87K. The position accounts for 0.09% of the portfolio, ranked #70.

Index Management Solutions first reported a position in SO in Q3 2013 and has held it in 9 quarters since. The position peaked at $150K in Q3 2014. 1,005 funds tracked by Wall St. Rank hold SO as of Q3 2015.

Index Management Solutions held 1,957 shares of Southern Company worth $87K as of Q3 2015.
Index Management Solutions bought 123 Southern Company shares in Q3 2015, an estimated $5.4K.
Southern Company made up 0.09% of Index Management Solutions's portfolio in Q3 2015, its #70 holding.
Index Management Solutions first reported a position in Southern Company in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Southern Company position peaked at $150K in Q3 2014.
1,005 funds tracked by Wall St. Rank held Southern Company as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.