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Robert N. Shapiro’s Southern Company SO Stock Holding History

Robert N. Shapiro’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 		$224K Hold
4,566
– – 0.04% 248
2014
Q3 		$199K Hold
4,566
– – 0.04% 273
2014
Q2 		$208K Hold
4,566
– – 0.04% 267
2014
Q1 		$201K Sell
4,566
-371
-8% -$15.6K 0.04% 263
2013
Q4 		$202K Hold
4,937
– – 0.04% 264
2013
Q3 		$203K Buy
4,937
+6
+0.1% +$258 0.04% 269
2013
Q2 		$218K Buy
+4,931
New +$227K 0.05% 251

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

Robert N. Shapiro's SO Position: Q4 2014 in Review

Robert N. Shapiro held its Southern Company (SO) position steady in Q4 2014 at 4,566 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #248.

Robert N. Shapiro first reported a position in SO in Q2 2013 and has held it in 7 quarters since. 1,040 funds tracked by Wall St. Rank hold SO as of Q4 2014.

  • Robert N. Shapiro held 4,566 shares of Southern Company worth $224K as of Q4 2014.
  • Robert N. Shapiro left its Southern Company share count unchanged in Q4 2014.
  • Southern Company made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #248 holding.
  • Robert N. Shapiro first reported a position in Southern Company in Q2 2013 and has held it in 7 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Southern Company as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.