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Delphi Private Advisors’s Southern Company SO Stock Holding History

Delphi Private 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
Q1 		– Sell
-53
Closed -$3K – 264
2016
Q4 		$3K Sell
53
-23
-30% -$1.13K 0.01% 173
2016
Q3 		$4K Hold
76
– – 0.01% 193
2016
Q2 		$4K Sell
76
-2,554
-97% -$128K 0.01% 200
2016
Q1 		$136K Buy
2,630
+2,421
+1,158% +$118K 0.24% 18
2015
Q4 		$10K Buy
+209
New +$9.47K 0.02% 162

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Delphi Private Advisors's SO Position: Q1 2017 in Review

Delphi Private Advisors sold out of Southern Company (SO) in Q1 2017, closing a stake of 53 shares — an estimated $3K sold.

Delphi Private Advisors first reported a position in SO in Q4 2015 and held it in 5 quarters. The position peaked at $136K in Q1 2016. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

  • Delphi Private Advisors reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 53 Southern Company shares in Q1 2017, an estimated $3K.
  • Delphi Private Advisors first reported a position in Southern Company in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Southern Company position peaked at $136K in Q1 2016.
  • 1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.