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Barber Financial Group’s Southern Company SO Stock Holding History

Barber Financial Group’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
Q3 		– Sell
-5,413
Closed -$259K – 111
2017
Q2 		$259K Buy
5,413
+375
+7% +$18.8K 0.08% 67
2017
Q1 		$251K Sell
5,038
-130
-3% -$6.42K 0.09% 69
2016
Q4 		$254K Buy
+5,168
New +$254K 0.09% 65

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barber Financial Group's SO Position: Q3 2017 in Review

Barber Financial Group sold out of Southern Company (SO) in Q3 2017, closing a stake of 5,413 shares — an estimated $259K sold.

Barber Financial Group first reported a position in SO in Q4 2016 and held it in 3 quarters. The position peaked at $259K in Q2 2017. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

  • Barber Financial Group reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
  • Barber Financial Group sold 5,413 Southern Company shares in Q3 2017, an estimated $259K.
  • Barber Financial Group first reported a position in Southern Company in Q4 2016 and held it in 3 quarters.
  • Barber Financial Group's Southern Company position peaked at $259K in Q2 2017.
  • 1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on Barber Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.