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BCFS
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
Q2
–
Hold
0
–
–
–
144
2015
Q1
–
Sell
-100
Closed
-$4.75K
–
107
2014
Q4
$5K
Buy
+100
New
+$4.72K
0.01%
100
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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