Aurora Financial Advisors’s Southern Company SO Stock Holding History

Aurora Financial 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
2017 Q4	$463K	Buy	+9,638	New	+$491K	0.33%	107

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aurora Financial Advisors's SO Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Southern Company (SO) in Q4 2017: 9,638 shares worth $463K. The stake represents 0.33% of the portfolio and ranks #107 among its holdings.

1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

Aurora Financial Advisors held 9,638 shares of Southern Company worth $463K as of Q4 2017.
Southern Company was a new Aurora Financial Advisors position in Q4 2017.
Southern Company made up 0.33% of Aurora Financial Advisors's portfolio in Q4 2017, its #107 holding.
1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.