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Westend Partners’s Southern Company SO Stock Holding History

Westend Partners’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 		$19K Buy
+450
New +$19.4K 0.02% 80

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

Westend Partners's SO Position: Q3 2013 in Review

Westend Partners opened a new position in Southern Company (SO) in Q3 2013: 450 shares worth $19K. The stake represents 0.02% of the portfolio and ranks #80 among its holdings.

859 funds tracked by Wall St. Rank hold SO as of Q3 2013.

  • Westend Partners held 450 shares of Southern Company worth $19K as of Q3 2013.
  • Southern Company was a new Westend Partners position in Q3 2013.
  • Southern Company made up 0.02% of Westend Partners's portfolio in Q3 2013, its #80 holding.
  • 859 funds tracked by Wall St. Rank held Southern Company as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.