Ancora Family Wealth Advisors’s Southern Company SO Stock Holding History

Ancora Family Wealth 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
2016 Q3	$1.03M	Buy	20,001 +6,002	+43%	+$316K	0.35%	80
2016 Q2	$751K	Buy	13,999 +450	+3%	+$22.6K	0.28%	91
2016 Q1	$701K	Sell	13,549 -480	-3%	-$23.4K	0.29%	103
2015 Q4	$656K	Buy	14,029 +2,621	+23%	+$119K	0.28%	109
2015 Q3	$510K	Buy	+11,408	New	+$500K	0.21%	118

Other funds holding SO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ancora Family Wealth Advisors's SO Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Southern Company (SO) stake by 43% in Q3 2016, buying an estimated $316K and bringing the position to 20,001 shares worth $1.03M. The position accounts for 0.35% of the portfolio, ranked #80.

Ancora Family Wealth Advisors first reported a position in SO in Q3 2015 and has held it in 5 quarters since. 1,135 funds tracked by Wall St. Rank hold SO as of Q3 2016.

Ancora Family Wealth Advisors held 20,001 shares of Southern Company worth $1.03M as of Q3 2016.
Ancora Family Wealth Advisors bought 6,002 Southern Company shares in Q3 2016, an estimated $316K.
Southern Company made up 0.35% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #80 holding.
Ancora Family Wealth Advisors first reported a position in Southern Company in Q3 2015 and has held it in 5 quarters since.
1,135 funds tracked by Wall St. Rank held Southern Company as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.