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Lehman Financial Resources’s Southern Company SO Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-2,733
Closed -$122K – 294
2015
Q3 		$122K Buy
2,733
+48
+2% +$2.11K 0.06% 75
2015
Q2 		$112K Sell
2,685
-300
-10% -$13.1K 0.05% 83
2015
Q1 		$132K Buy
2,985
+800
+37% +$38K 0.06% 79
2014
Q4 		$107K Sell
2,185
-800
-27% -$37.8K 0.05% 90
2014
Q3 		$130K Hold
2,985
– – 0.07% 75
2014
Q2 		$135K Hold
2,985
– – 0.06% 74
2014
Q1 		$131K Hold
2,985
– – 0.07% 74
2013
Q4 		$123K Hold
2,985
– – 0.08% 76
2013
Q3 		$123K Buy
2,985
+600
+25% +$25.8K 0.08% 69
2013
Q2 		$105K Buy
+2,385
New +$110K 0.07% 65

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lehman Financial Resources's SO Position: Q4 2015 in Review

Lehman Financial Resources sold out of Southern Company (SO) in Q4 2015, closing a stake of 2,733 shares — an estimated $122K sold.

Lehman Financial Resources first reported a position in SO in Q2 2013 and held it in 10 quarters. The position peaked at $135K in Q2 2014. 1,057 funds tracked by Wall St. Rank hold SO as of Q4 2015.

  • Lehman Financial Resources reported no remaining Southern Company position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 2,733 Southern Company shares in Q4 2015, an estimated $122K.
  • Lehman Financial Resources first reported a position in Southern Company in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Southern Company position peaked at $135K in Q2 2014.
  • 1,057 funds tracked by Wall St. Rank held Southern Company as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.