SAC
SOJA

Smith Affiliated Capital’s The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 SOJA Stock Holding History

Smith Affiliated Capital’s Portfolio SOJA Stock Details SOJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Hold
0
– – – 10
2017
Q1 		– Hold
0
– – – 8
2016
Q4 		– Hold
0
– – – 5
2016
Q3 		– Hold
0
– – – 4
2016
Q2 		– Hold
0
– – – 4
2016
Q1 		– Hold
0
– – – 4

Other funds holding SOJA

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return