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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
Q3 		– Sell
-10,000
Closed -$410K – 193
2014
Q2 		$410K Sell
10,000
-10,000
-50% -$442K 0.18% 104
2014
Q1 		$820K Buy
+20,000
New +$838K 0.46% 50

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
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
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

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.