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

Mariner Wealth Advisors (NYC)’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 Q1	$32K	Buy	+731	New	+$34.7K	0.02%	221

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

BFA

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s SO Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Southern Company (SO) in Q1 2015: 731 shares worth $32K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

1,029 funds tracked by Wall St. Rank hold SO as of Q1 2015.

Mariner Wealth Advisors (NYC) held 731 shares of Southern Company worth $32K as of Q1 2015.
Southern Company was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Southern Company made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #221 holding.
1,029 funds tracked by Wall St. Rank held Southern Company as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.