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Madden Advisory Services’s Southern Company SO Stock Holding History

Madden Advisory Services’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
-2,367
Closed -$103K – 363
2014
Q3 		$103K Hold
2,367
– – 0.05% 121
2014
Q2 		$107K Hold
2,367
– – 0.05% 113
2014
Q1 		$104K Sell
2,367
-236
-9% -$9.89K 0.06% 106
2013
Q4 		$107K Sell
2,603
-150
-5% -$6.19K 0.08% 96
2013
Q3 		$113K Buy
2,753
+550
+25% +$23.7K 0.1% 77
2013
Q2 		$97K Buy
+2,203
New +$101K 0.08% 82

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
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
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

Madden Advisory Services's SO Position: Q4 2014 in Review

Madden Advisory Services sold out of Southern Company (SO) in Q4 2014, closing a stake of 2,367 shares — an estimated $103K sold.

Madden Advisory Services first reported a position in SO in Q2 2013 and held it in 6 quarters. The position peaked at $113K in Q3 2013. 1,040 funds tracked by Wall St. Rank hold SO as of Q4 2014.

  • Madden Advisory Services reported no remaining Southern Company position as of Q4 2014 after selling out during the quarter.
  • Madden Advisory Services sold 2,367 Southern Company shares in Q4 2014, an estimated $103K.
  • Madden Advisory Services first reported a position in Southern Company in Q2 2013 and held it in 6 quarters.
  • Madden Advisory Services's Southern Company position peaked at $113K in Q3 2013.
  • 1,040 funds tracked by Wall St. Rank held Southern Company as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.