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Indices-Pac Research Corporation’s Southern Company SO Stock Holding History

Indices-Pac Research Corporation’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
Q2 		– Sell
-10,994
Closed -$483K – 139
2014
Q1 		$483K Buy
10,994
+2,047
+23% +$85.8K 0.31% 118
2013
Q4 		$368K Buy
8,947
+2,038
+29% +$84.1K 0.23% 142
2013
Q3 		$285K Sell
6,909
-6,522
-49% -$281K 0.19% 146
2013
Q2 		$593K Buy
+13,431
New +$618K 0.39% 84

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Indices-Pac Research Corporation's SO Position: Q2 2014 in Review

Indices-Pac Research Corporation sold out of Southern Company (SO) in Q2 2014, closing a stake of 10,994 shares — an estimated $483K sold.

Indices-Pac Research Corporation first reported a position in SO in Q2 2013 and held it in 4 quarters. The position peaked at $593K in Q2 2013. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • Indices-Pac Research Corporation reported no remaining Southern Company position as of Q2 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 10,994 Southern Company shares in Q2 2014, an estimated $483K.
  • Indices-Pac Research Corporation first reported a position in Southern Company in Q2 2013 and held it in 4 quarters.
  • Indices-Pac Research Corporation's Southern Company position peaked at $593K in Q2 2013.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q2 2014.