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Maple Securities USA’s Southern Company SO Stock Holding History

Maple Securities USA’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
Q2 		– Sell
-5,728
Closed -$254K – 303
2015
Q1 		$254K Buy
+5,728
New +$272K 0.02% 193
2014
Q3 		– Sell
-6,533
Closed -$296K – 302
2014
Q2 		$296K Buy
+6,533
New +$289K 0.03% 160
2013
Q4 		– Sell
-11,822
Closed -$487K – 495
2013
Q3 		$487K Buy
11,822
+4,055
+52% +$175K 0.04% 240
2013
Q2 		$343K Buy
+7,767
New +$357K 0.03% 319

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
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
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

Maple Securities USA's SO Position: Q2 2015 in Review

Maple Securities USA sold out of Southern Company (SO) in Q2 2015, closing a stake of 5,728 shares — an estimated $254K sold.

Maple Securities USA first reported a position in SO in Q2 2013 and held it in 4 quarters. The position peaked at $487K in Q3 2013. 986 funds tracked by Wall St. Rank hold SO as of Q2 2015.

  • Maple Securities USA reported no remaining Southern Company position as of Q2 2015 after selling out during the quarter.
  • Maple Securities USA sold 5,728 Southern Company shares in Q2 2015, an estimated $254K.
  • Maple Securities USA first reported a position in Southern Company in Q2 2013 and held it in 4 quarters.
  • Maple Securities USA's Southern Company position peaked at $487K in Q3 2013.
  • 986 funds tracked by Wall St. Rank held Southern Company as of Q2 2015.

Based on Maple Securities USA's 13F filing for Q2 2015, filed 24 Jul 2015.