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Lombard Odier & Cie (Bahamas)’s Southern Company SO Stock Holding History

Lombard Odier & Cie (Bahamas)’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
Q1 		– Sell
-47,000
Closed -$1.93M – 121
2013
Q4 		$1.93M Buy
+47,000
New +$1.94M 0.76% 38

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lombard Odier & Cie (Bahamas)'s SO Position: Q1 2014 in Review

Lombard Odier & Cie (Bahamas) sold out of Southern Company (SO) in Q1 2014, closing a stake of 47,000 shares — an estimated $1.93M sold.

Lombard Odier & Cie (Bahamas) first reported a position in SO in Q4 2013 and held it in 1 quarter. The position peaked at $1.93M in Q4 2013. 912 funds tracked by Wall St. Rank hold SO as of Q1 2014.

  • Lombard Odier & Cie (Bahamas) reported no remaining Southern Company position as of Q1 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Bahamas) sold 47,000 Southern Company shares in Q1 2014, an estimated $1.93M.
  • Lombard Odier & Cie (Bahamas) first reported a position in Southern Company in Q4 2013 and held it in 1 quarter.
  • Lombard Odier & Cie (Bahamas)'s Southern Company position peaked at $1.93M in Q4 2013.
  • 912 funds tracked by Wall St. Rank held Southern Company as of Q1 2014.

Based on Lombard Odier & Cie (Bahamas)'s 13F filing for Q1 2014, filed 14 Aug 2014.