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Butensky & Cohen Financial Security’s Southern Company SO Stock Holding History

Butensky & Cohen Financial Security’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
-70
Closed -$3K – 108
2017
Q2 		$3K Hold
70
– – ﹤0.01% 123
2017
Q1 		$3K Hold
70
– – ﹤0.01% 120
2016
Q4 		$3K Hold
70
– – ﹤0.01% 118
2016
Q3 		$4K Hold
70
– – ﹤0.01% 112
2016
Q2 		$4K Buy
+70
New +$3.52K ﹤0.01% 104
2015
Q1 		– Sell
-100
Closed -$4.75K – 106
2014
Q4 		$5K Buy
+100
New +$4.72K 0.01% 100

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 $3.38T AUM 44.17% 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

Butensky & Cohen Financial Security's SO Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of Southern Company (SO) in Q3 2017, closing a stake of 70 shares — an estimated $3K sold.

Butensky & Cohen Financial Security first reported a position in SO in Q4 2014 and held it in 6 quarters. The position peaked at $5K in Q4 2014. 1,159 funds tracked by Wall St. Rank hold SO as of Q3 2017.

  • Butensky & Cohen Financial Security reported no remaining Southern Company position as of Q3 2017 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 70 Southern Company shares in Q3 2017, an estimated $3K.
  • Butensky & Cohen Financial Security first reported a position in Southern Company in Q4 2014 and held it in 6 quarters.
  • Butensky & Cohen Financial Security's Southern Company position peaked at $5K in Q4 2014.
  • 1,159 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.