Orbitronix LP’s Southern Company SO Stock Holding History

Orbitronix LP’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 Q4	–	Sell	-12,200	Closed	-$533K	–	177
2014 Q3	$533K	Buy	+12,200	New	+$536K	0.31%	96

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orbitronix LP's SO Position: Q4 2014 in Review

Orbitronix LP sold out of Southern Company (SO) in Q4 2014, closing a stake of 12,200 shares — an estimated $533K sold.

Orbitronix LP first reported a position in SO in Q3 2014 and held it in 1 quarter. The position peaked at $533K in Q3 2014. 1,040 funds tracked by Wall St. Rank hold SO as of Q4 2014.

Orbitronix LP reported no remaining Southern Company position as of Q4 2014 after selling out during the quarter.
Orbitronix LP sold 12,200 Southern Company shares in Q4 2014, an estimated $533K.
Orbitronix LP first reported a position in Southern Company in Q3 2014 and held it in 1 quarter.
Orbitronix LP's Southern Company position peaked at $533K in Q3 2014.
1,040 funds tracked by Wall St. Rank held Southern Company as of Q4 2014.

Based on Orbitronix LP's 13F filing for Q4 2014, filed 17 Feb 2015.