Mariner Wealth Advisors (Madison)’s Southern Company SO Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$74K	Buy	+1,800	New	+$77.5K	0.03%	77

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s SO Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Southern Company (SO) in Q3 2013: 1,800 shares worth $74K. The stake represents 0.03% of the portfolio and ranks #77 among its holdings.

859 funds tracked by Wall St. Rank hold SO as of Q3 2013.

Mariner Wealth Advisors (Madison) held 1,800 shares of Southern Company worth $74K as of Q3 2013.
Southern Company was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
Southern Company made up 0.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #77 holding.
859 funds tracked by Wall St. Rank held Southern Company as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.