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McKinley Capital Management’s Southern Company SO Stock Holding History

McKinley Capital Management’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
Q1 		– Sell
-55
Closed -$2K – 425
2013
Q4 		$2K Buy
+55
New +$2.27K ﹤0.01% 426

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McKinley Capital Management's SO Position: Q1 2014 in Review

McKinley Capital Management sold out of Southern Company (SO) in Q1 2014, closing a stake of 55 shares — an estimated $2K sold.

McKinley Capital Management first reported a position in SO in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 912 funds tracked by Wall St. Rank hold SO as of Q1 2014.

  • McKinley Capital Management reported no remaining Southern Company position as of Q1 2014 after selling out during the quarter.
  • McKinley Capital Management sold 55 Southern Company shares in Q1 2014, an estimated $2K.
  • McKinley Capital Management first reported a position in Southern Company in Q4 2013 and held it in 1 quarter.
  • McKinley Capital Management's Southern Company position peaked at $2K in Q4 2013.
  • 912 funds tracked by Wall St. Rank held Southern Company as of Q1 2014.

Based on McKinley Capital Management's 13F filing for Q1 2014, filed 13 May 2014.