SFM
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Systematic Financial Management’s Southern Company SO Stock Holding History

Systematic Financial Management’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
Q2 		– Sell
-623,129
Closed -$27.4M – 727
2014
Q1 		$27.4M Buy
+623,129
New +$26.1M 0.19% 134

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Systematic Financial Management's SO Position: Q2 2014 in Review

Systematic Financial Management sold out of Southern Company (SO) in Q2 2014, closing a stake of 623,129 shares — an estimated $27.4M sold.

Systematic Financial Management first reported a position in SO in Q1 2014 and held it in 1 quarter. The position peaked at $27.4M in Q1 2014. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • Systematic Financial Management reported no remaining Southern Company position as of Q2 2014 after selling out during the quarter.
  • Systematic Financial Management sold 623,129 Southern Company shares in Q2 2014, an estimated $27.4M.
  • Systematic Financial Management first reported a position in Southern Company in Q1 2014 and held it in 1 quarter.
  • Systematic Financial Management's Southern Company position peaked at $27.4M in Q1 2014.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on Systematic Financial Management's 13F filing for Q2 2014, filed 11 Aug 2014.