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Rothschild & Co Wealth Management (UK)’s Southern Company SO Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2015
Q2 		– Sell
-5,300
Closed -$235K – 82
2015
Q1 		$235K Buy
+5,300
New +$252K 0.02% 53

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s SO Position: Q2 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Southern Company (SO) in Q2 2015, closing a stake of 5,300 shares — an estimated $235K sold.

Rothschild & Co Wealth Management (UK) first reported a position in SO in Q1 2015 and held it in 1 quarter. The position peaked at $235K in Q1 2015. 986 funds tracked by Wall St. Rank hold SO as of Q2 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining Southern Company position as of Q2 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 5,300 Southern Company shares in Q2 2015, an estimated $235K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Southern Company in Q1 2015 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Southern Company position peaked at $235K in Q1 2015.
  • 986 funds tracked by Wall St. Rank held Southern Company as of Q2 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2015, filed 19 Dec 2019.