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National Investment Services’s Southern Company SO Stock Holding History

National Investment Services’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
Q2 		– Sell
-20,586
Closed -$905K – 52
2014
Q1 		$905K Hold
20,586
– – 0.78% 50
2013
Q4 		$846K Hold
20,586
– – 0.66% 54
2013
Q3 		$848K Hold
20,586
– – 0.67% 59
2013
Q2 		$908K Buy
+20,586
New +$947K 0.75% 58

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

National Investment Services's SO Position: Q2 2014 in Review

National Investment Services sold out of Southern Company (SO) in Q2 2014, closing a stake of 20,586 shares — an estimated $905K sold.

National Investment Services first reported a position in SO in Q2 2013 and held it in 4 quarters. The position peaked at $908K in Q2 2013. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • National Investment Services reported no remaining Southern Company position as of Q2 2014 after selling out during the quarter.
  • National Investment Services sold 20,586 Southern Company shares in Q2 2014, an estimated $905K.
  • National Investment Services first reported a position in Southern Company in Q2 2013 and held it in 4 quarters.
  • National Investment Services's Southern Company position peaked at $908K in Q2 2013.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on National Investment Services's 13F filing for Q2 2014, filed 22 Jul 2014.