West Coast Asset Management’s Southern Company SO Stock Holding History

West Coast Asset 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 Q3	$31K	Buy	+710	New	+$31.2K	0.06%	25

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Coast Asset Management's SO Position: Q3 2014 in Review

West Coast Asset Management opened a new position in Southern Company (SO) in Q3 2014: 710 shares worth $31K. The stake represents 0.06% of the portfolio and ranks #25 among its holdings.

924 funds tracked by Wall St. Rank hold SO as of Q3 2014.

West Coast Asset Management held 710 shares of Southern Company worth $31K as of Q3 2014.
Southern Company was a new West Coast Asset Management position in Q3 2014.
Southern Company made up 0.06% of West Coast Asset Management's portfolio in Q3 2014, its #25 holding.
924 funds tracked by Wall St. Rank held Southern Company as of Q3 2014.

Based on West Coast Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.