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ParenteBeard Wealth Management’s Southern Company SO Stock Holding History

ParenteBeard Wealth Management’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
Q1 		– Sell
-33,076
Closed -$1.36M – 111
2013
Q4 		$1.36M Buy
+33,076
New +$1.36M 0.53% 52

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

ParenteBeard Wealth Management's SO Position: Q1 2014 in Review

ParenteBeard Wealth Management sold out of Southern Company (SO) in Q1 2014, closing a stake of 33,076 shares — an estimated $1.36M sold.

ParenteBeard Wealth Management first reported a position in SO in Q4 2013 and held it in 1 quarter. The position peaked at $1.36M in Q4 2013. 912 funds tracked by Wall St. Rank hold SO as of Q1 2014.

  • ParenteBeard Wealth Management reported no remaining Southern Company position as of Q1 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 33,076 Southern Company shares in Q1 2014, an estimated $1.36M.
  • ParenteBeard Wealth Management first reported a position in Southern Company in Q4 2013 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Southern Company position peaked at $1.36M in Q4 2013.
  • 912 funds tracked by Wall St. Rank held Southern Company as of Q1 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q1 2014, filed 23 Apr 2014.