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Stancorp Investment Advisers’s Southern Company SO Stock Holding History

Stancorp Investment Advisers’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
Q1 		$762K Sell
17,205
-6,482
-27% -$308K 0.36% 79
2014
Q4 		$1.16M Buy
+23,687
New +$1.12M 0.53% 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

Stancorp Investment Advisers's SO Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Southern Company (SO) stake by 27% in Q1 2015, selling an estimated $308K and leaving 17,205 shares worth $762K. The position accounts for 0.36% of the portfolio, ranked #79.

Stancorp Investment Advisers first reported a position in SO in Q4 2014 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2014. 1,028 funds tracked by Wall St. Rank hold SO as of Q1 2015.

  • Stancorp Investment Advisers held 17,205 shares of Southern Company worth $762K as of Q1 2015.
  • Stancorp Investment Advisers sold 6,482 Southern Company shares in Q1 2015, an estimated $308K.
  • Southern Company made up 0.36% of Stancorp Investment Advisers's portfolio in Q1 2015, its #79 holding.
  • Stancorp Investment Advisers first reported a position in Southern Company in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Southern Company position peaked at $1.16M in Q4 2014.
  • 1,028 funds tracked by Wall St. Rank held Southern Company as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.