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Mercer Investments’s Southern Company SO Stock Holding History

Mercer Investments’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
Q4 		– Sell
-3,859
Closed -$159K – 40
2013
Q3 		$159K Buy
+3,859
New +$166K 0.36% 44

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

Mercer Investments's SO Position: Q4 2013 in Review

Mercer Investments sold out of Southern Company (SO) in Q4 2013, closing a stake of 3,859 shares — an estimated $159K sold.

Mercer Investments first reported a position in SO in Q3 2013 and held it in 1 quarter. The position peaked at $159K in Q3 2013. 887 funds tracked by Wall St. Rank hold SO as of Q4 2013.

  • Mercer Investments reported no remaining Southern Company position as of Q4 2013 after selling out during the quarter.
  • Mercer Investments sold 3,859 Southern Company shares in Q4 2013, an estimated $159K.
  • Mercer Investments first reported a position in Southern Company in Q3 2013 and held it in 1 quarter.
  • Mercer Investments's Southern Company position peaked at $159K in Q3 2013.
  • 887 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on Mercer Investments's 13F filing for Q4 2013, filed 13 Feb 2014.