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Longbow Capital Partners’s Southern Company SO Stock Holding History

Longbow Capital Partners’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
-21,000
Closed -$923K – 48
2014
Q1 		$923K Buy
+21,000
New +$880K 0.63% 28

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

Longbow Capital Partners's SO Position: Q2 2014 in Review

Longbow Capital Partners sold out of Southern Company (SO) in Q2 2014, closing a stake of 21,000 shares — an estimated $923K sold.

Longbow Capital Partners first reported a position in SO in Q1 2014 and held it in 1 quarter. The position peaked at $923K in Q1 2014. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • Longbow Capital Partners reported no remaining Southern Company position as of Q2 2014 after selling out during the quarter.
  • Longbow Capital Partners sold 21,000 Southern Company shares in Q2 2014, an estimated $923K.
  • Longbow Capital Partners first reported a position in Southern Company in Q1 2014 and held it in 1 quarter.
  • Longbow Capital Partners's Southern Company position peaked at $923K in Q1 2014.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on Longbow Capital Partners's 13F filing for Q2 2014, filed 14 Aug 2014.