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Aris Wealth Services’s Southern Company SO Stock Holding History

Aris Wealth Services’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
2015
Q3 		$5K Sell
120
-200
-63% -$8.77K 0.01% 278
2015
Q2 		$13K Hold
320
– – 0.01% 348
2015
Q1 		$14K Buy
+320
New +$15.2K 0.01% 338

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's SO Position: Q3 2015 in Review

Aris Wealth Services reduced its Southern Company (SO) stake by 63% in Q3 2015, selling an estimated $8.77K and leaving 120 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #278.

Aris Wealth Services first reported a position in SO in Q1 2015 and has held it in 3 quarters since. The position peaked at $14K in Q1 2015. 1,005 funds tracked by Wall St. Rank hold SO as of Q3 2015.

  • Aris Wealth Services held 120 shares of Southern Company worth $5K as of Q3 2015.
  • Aris Wealth Services sold 200 Southern Company shares in Q3 2015, an estimated $8.77K.
  • Southern Company made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #278 holding.
  • Aris Wealth Services first reported a position in Southern Company in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Southern Company position peaked at $14K in Q1 2015.
  • 1,005 funds tracked by Wall St. Rank held Southern Company as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.