SCA
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Salient Capital Advisors’s Southern Company SO Stock Holding History

Salient Capital 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
2017
Q2 		– Sell
-4,039
Closed -$201K – 244
2017
Q1 		$201K Buy
+4,039
New +$200K ﹤0.01% 249
2016
Q4 		– Sell
-4,039
Closed -$207K – 254
2016
Q3 		$207K Hold
4,039
– – ﹤0.01% 235
2016
Q2 		$217K Sell
4,039
-375
-8% -$18.9K ﹤0.01% 230
2016
Q1 		$228K Buy
+4,414
New +$215K 0.01% 229
2015
Q2 		– Sell
-7,139
Closed -$316K – 271
2015
Q1 		$316K Buy
7,139
+139
+2% +$6.6K 0.01% 200
2014
Q4 		$344K Hold
7,000
– – 0.01% 200
2014
Q3 		$306K Sell
7,000
-176
-2% -$7.73K 0.01% 201
2014
Q2 		$326K Buy
7,176
+176
+3% +$7.78K 0.01% 192
2014
Q1 		$308K Buy
+7,000
New +$293K 0.01% 190

Other funds holding SO

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return