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Nationwide Fund Advisors’s Southern Company SO Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-280,792
Closed -$13.8M – 1793
2017
Q3 		$13.8M Buy
280,792
+2,981
+1% +$145K 0.05% 469
2017
Q2 		$13.3M Sell
277,811
-2,039
-0.7% -$102K 0.05% 502
2017
Q1 		$13.9M Buy
279,850
+9,668
+4% +$478K 0.06% 495
2016
Q4 		$13.3M Sell
270,182
-6,903
-2% -$339K 0.06% 475
2016
Q3 		$14.2M Buy
277,085
+12,134
+5% +$639K 0.06% 451
2016
Q2 		$14.2M Buy
264,951
+1,151
+0.4% +$57.9K 0.06% 434
2016
Q1 		$13.6M Sell
263,800
-10,555
-4% -$514K 0.06% 435
2015
Q4 		$12.8M Buy
274,355
+6,300
+2% +$286K 0.06% 460
2015
Q3 		$12M Sell
268,055
-41,462
-13% -$1.82M 0.05% 447
2015
Q2 		$13M Buy
309,517
+26,951
+10% +$1.17M 0.05% 453
2015
Q1 		$12.5M Sell
282,566
-70,784
-20% -$3.36M 0.05% 485
2014
Q4 		$17.4M Sell
353,350
-22,231
-6% -$1.05M 0.07% 336
2014
Q3 		$16.4M Sell
375,581
-8,577
-2% -$377K 0.07% 352
2014
Q2 		$17.4M Sell
384,158
-8,538
-2% -$378K 0.07% 348
2014
Q1 		$17.3M Buy
392,696
+63,506
+19% +$2.66M 0.08% 311
2013
Q4 		$13.5M Buy
329,190
+8,626
+3% +$356K 0.06% 424
2013
Q3 		$13.2M Sell
320,564
-8,903
-3% -$384K 0.06% 403
2013
Q2 		$14.5M Buy
+329,467
New +$15.2M 0.08% 302

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return