CFO4Life’s Southern Company SO Stock Holding History

CFO4Life’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
2016 Q4	$526K	Buy	10,703 +3,473	+48%	+$171K	0.43%	36
2016 Q3	$371K	Sell	7,230 -1,312	-15%	-$69.1K	0.32%	55
2016 Q2	$458K	Sell	8,542 -3,276	-28%	-$165K	0.39%	46
2016 Q1	$611K	Buy	11,818 +604	+5%	+$29.4K	0.55%	29
2015 Q4	$525K	Sell	11,214 -185	-2%	-$8.39K	0.5%	34
2015 Q3	$510K	Buy	11,399 +690	+6%	+$30.3K	0.54%	32
2015 Q2	$449K	Sell	10,709 -1,676	-14%	-$73K	0.37%	48
2015 Q1	$548K	Buy	12,385 +4,703	+61%	+$223K	0.46%	41
2014 Q4	$377K	Buy	+7,682	New	+$363K	0.31%	48

Other funds holding SO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFO4Life's SO Position: Q4 2016 in Review

CFO4Life increased its Southern Company (SO) stake by 48% in Q4 2016, buying an estimated $171K and bringing the position to 10,703 shares worth $526K. The position accounts for 0.43% of the portfolio, ranked #36.

CFO4Life first reported a position in SO in Q4 2014 and has held it in 9 quarters since. The position peaked at $611K in Q1 2016. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

CFO4Life held 10,703 shares of Southern Company worth $526K as of Q4 2016.
CFO4Life bought 3,473 Southern Company shares in Q4 2016, an estimated $171K.
Southern Company made up 0.43% of CFO4Life's portfolio in Q4 2016, its #36 holding.
CFO4Life first reported a position in Southern Company in Q4 2014 and has held it in 9 quarters since.
CFO4Life's Southern Company position peaked at $611K in Q1 2016.
1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.