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Elite Wealth Management’s Southern Company SO Stock Holding History

Elite Wealth Management’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
2015
Q1 		– Sell
-19,415
Closed -$953K – 70
2014
Q4 		$953K Buy
+19,415
New +$917K 0.91% 28
2014
Q3 		– Sell
-500
Closed -$23K – 703
2014
Q2 		$23K Hold
500
– – 0.02% 166
2014
Q1 		$22K Sell
500
-100
-17% -$4.19K 0.02% 185
2013
Q4 		$25K Buy
600
+100
+20% +$4.13K 0.02% 244
2013
Q3 		$21K Buy
+500
New +$21.5K 0.02% 239

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elite Wealth Management's SO Position: Q1 2015 in Review

Elite Wealth Management sold out of Southern Company (SO) in Q1 2015, closing a stake of 19,415 shares — an estimated $953K sold.

Elite Wealth Management first reported a position in SO in Q3 2013 and held it in 5 quarters. The position peaked at $953K in Q4 2014. 1,028 funds tracked by Wall St. Rank hold SO as of Q1 2015.

  • Elite Wealth Management reported no remaining Southern Company position as of Q1 2015 after selling out during the quarter.
  • Elite Wealth Management sold 19,415 Southern Company shares in Q1 2015, an estimated $953K.
  • Elite Wealth Management first reported a position in Southern Company in Q3 2013 and held it in 5 quarters.
  • Elite Wealth Management's Southern Company position peaked at $953K in Q4 2014.
  • 1,028 funds tracked by Wall St. Rank held Southern Company as of Q1 2015.

Based on Elite Wealth Management's 13F filing for Q1 2015, filed 13 Oct 2016.