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Whitebox Advisors’s Southern Company SO Stock Holding History

Whitebox Advisors’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 		– Sell
-6,700
Closed -$304K – 435
2014
Q2 		$304K Buy
+6,700
New +$296K 0.01% 360

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

Whitebox Advisors's SO Position: Q3 2014 in Review

Whitebox Advisors sold out of Southern Company (SO) in Q3 2014, closing a stake of 6,700 shares — an estimated $304K sold.

Whitebox Advisors first reported a position in SO in Q2 2014 and held it in 1 quarter. The position peaked at $304K in Q2 2014. 924 funds tracked by Wall St. Rank hold SO as of Q3 2014.

  • Whitebox Advisors reported no remaining Southern Company position as of Q3 2014 after selling out during the quarter.
  • Whitebox Advisors sold 6,700 Southern Company shares in Q3 2014, an estimated $304K.
  • Whitebox Advisors first reported a position in Southern Company in Q2 2014 and held it in 1 quarter.
  • Whitebox Advisors's Southern Company position peaked at $304K in Q2 2014.
  • 924 funds tracked by Wall St. Rank held Southern Company as of Q3 2014.

Based on Whitebox Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.