STI
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Susquehanna Trust & Investment’s Southern Company SO Stock Holding History

Susquehanna Trust & Investment’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
2014
Q1 		– Sell
-5,295
Closed -$218K – 104
2013
Q4 		$218K Sell
5,295
-124,080
-96% -$5.12M 0.05% 90
2013
Q3 		$5.33M Buy
+129,375
New +$5.57M 1.17% 41

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Susquehanna Trust & Investment's SO Position: Q1 2014 in Review

Susquehanna Trust & Investment sold out of Southern Company (SO) in Q1 2014, closing a stake of 5,295 shares — an estimated $218K sold.

Susquehanna Trust & Investment first reported a position in SO in Q3 2013 and held it in 2 quarters. The position peaked at $5.33M in Q3 2013. 912 funds tracked by Wall St. Rank hold SO as of Q1 2014.

  • Susquehanna Trust & Investment reported no remaining Southern Company position as of Q1 2014 after selling out during the quarter.
  • Susquehanna Trust & Investment sold 5,295 Southern Company shares in Q1 2014, an estimated $218K.
  • Susquehanna Trust & Investment first reported a position in Southern Company in Q3 2013 and held it in 2 quarters.
  • Susquehanna Trust & Investment's Southern Company position peaked at $5.33M in Q3 2013.
  • 912 funds tracked by Wall St. Rank held Southern Company as of Q1 2014.

Based on Susquehanna Trust & Investment's 13F filing for Q1 2014, filed 22 Apr 2014.