Rushmore Investment Advisors’s Southern Company SO Stock Holding History

Rushmore Investment Advisors’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
2013 Q2	$763K	Buy	+17,295	New	+$795K	0.16%	120

Other funds holding SO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rushmore Investment Advisors's SO Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Southern Company (SO) in Q2 2013: 17,295 shares worth $763K. The stake represents 0.16% of the portfolio and ranks #120 among its holdings.

858 funds tracked by Wall St. Rank hold SO as of Q2 2013.

Rushmore Investment Advisors held 17,295 shares of Southern Company worth $763K as of Q2 2013.
Southern Company was a new Rushmore Investment Advisors position in Q2 2013.
Southern Company made up 0.16% of Rushmore Investment Advisors's portfolio in Q2 2013, its #120 holding.
858 funds tracked by Wall St. Rank held Southern Company as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.