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Wilmington Trust Investment Management’s Southern Company SO Stock Holding History

Wilmington Trust Investment 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 		$329K Sell
7,288
-3,749
-34% -$166K 0.07% 223
2014
Q1 		$484K Sell
11,037
-7,272
-40% -$305K 0.1% 159
2013
Q4 		$752K Buy
18,309
+600
+3% +$24.8K 0.15% 114
2013
Q3 		$728K Buy
17,709
+117
+0.7% +$5.04K 0.15% 111
2013
Q2 		$775K Buy
+17,592
New +$809K 0.17% 99

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $1T AUM

Wilmington Trust Investment Management's SO Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Southern Company (SO) stake by 34% in Q2 2014, selling an estimated $166K and leaving 7,288 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #223.

Wilmington Trust Investment Management first reported a position in SO in Q2 2013 and has held it in 5 quarters since. The position peaked at $775K in Q2 2013. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • Wilmington Trust Investment Management held 7,288 shares of Southern Company worth $329K as of Q2 2014.
  • Wilmington Trust Investment Management sold 3,749 Southern Company shares in Q2 2014, an estimated $166K.
  • Southern Company made up 0.07% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #223 holding.
  • Wilmington Trust Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Southern Company position peaked at $775K in Q2 2013.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.