Kayne Anderson Capital Advisors’s Southern Company SO Stock Holding History

Kayne Anderson Capital Advisors’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 Q4	–	Sell	-323,000	Closed	-$14.1M	–	142
2014 Q3	$14.1M	Buy	323,000 +20,000	+7%	+$879K	0.08%	87
2014 Q2	$13.8M	Sell	303,000 -71,400	-19%	-$3.16M	0.08%	83
2014 Q1	$16.5M	Buy	374,400 +63,400	+20%	+$2.66M	0.12%	76
2013 Q4	$12.8M	Buy	311,000 +77,300	+33%	+$3.19M	0.1%	77
2013 Q3	$9.62M	Buy	233,700 +17,500	+8%	+$754K	0.07%	74
2013 Q2	$9.54M	Buy	+216,200	New	+$9.94M	0.08%	70

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Kayne Anderson Capital Advisors's SO Position: Q4 2014 in Review

Kayne Anderson Capital Advisors sold out of Southern Company (SO) in Q4 2014, closing a stake of 323,000 shares — an estimated $14.1M sold.

Kayne Anderson Capital Advisors first reported a position in SO in Q2 2013 and held it in 6 quarters. The position peaked at $16.5M in Q1 2014. 1,040 funds tracked by Wall St. Rank hold SO as of Q4 2014.

Kayne Anderson Capital Advisors reported no remaining Southern Company position as of Q4 2014 after selling out during the quarter.
Kayne Anderson Capital Advisors sold 323,000 Southern Company shares in Q4 2014, an estimated $14.1M.
Kayne Anderson Capital Advisors first reported a position in Southern Company in Q2 2013 and held it in 6 quarters.
Kayne Anderson Capital Advisors's Southern Company position peaked at $16.5M in Q1 2014.
1,040 funds tracked by Wall St. Rank held Southern Company as of Q4 2014.

Based on Kayne Anderson Capital Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.