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Wendell David Associates’s Southern Company SO Stock Holding History

Wendell David Associates’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
2013
Q3 		– Sell
-5,400
Closed -$238K – 137
2013
Q2 		$238K Buy
+5,400
New +$248K 0.06% 127

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wendell David Associates's SO Position: Q3 2013 in Review

Wendell David Associates sold out of Southern Company (SO) in Q3 2013, closing a stake of 5,400 shares — an estimated $238K sold.

Wendell David Associates first reported a position in SO in Q2 2013 and held it in 1 quarter. The position peaked at $238K in Q2 2013. 859 funds tracked by Wall St. Rank hold SO as of Q3 2013.

  • Wendell David Associates reported no remaining Southern Company position as of Q3 2013 after selling out during the quarter.
  • Wendell David Associates sold 5,400 Southern Company shares in Q3 2013, an estimated $238K.
  • Wendell David Associates first reported a position in Southern Company in Q2 2013 and held it in 1 quarter.
  • Wendell David Associates's Southern Company position peaked at $238K in Q2 2013.
  • 859 funds tracked by Wall St. Rank held Southern Company as of Q3 2013.

Based on Wendell David Associates's 13F filing for Q3 2013, filed 21 Oct 2013.