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Strategic Capital Alternatives’s Southern Company SO Stock Holding History

Strategic Capital Alternatives’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
Q3 		– Sell
-3,394
Closed -$145K – 447
2015
Q2 		$145K Buy
3,394
+422
+14% +$18.4K 0.03% 207
2015
Q1 		$132K Buy
+2,972
New +$141K 0.03% 190
2014
Q4 		– Sell
-2,679
Closed -$117K – 292
2014
Q3 		$117K Buy
+2,679
New +$118K 0.04% 159

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Capital Alternatives's SO Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Southern Company (SO) in Q3 2015, closing a stake of 3,394 shares — an estimated $145K sold.

Strategic Capital Alternatives first reported a position in SO in Q3 2014 and held it in 3 quarters. The position peaked at $145K in Q2 2015. 1,006 funds tracked by Wall St. Rank hold SO as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Southern Company position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 3,394 Southern Company shares in Q3 2015, an estimated $145K.
  • Strategic Capital Alternatives first reported a position in Southern Company in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's Southern Company position peaked at $145K in Q2 2015.
  • 1,006 funds tracked by Wall St. Rank held Southern Company as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.