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Financial Advisors Network’s Southern Company SO Stock Holding History

Financial Advisors Network’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
-536
Closed -$26K – 396
2016
Q4 		$26K Buy
+536
New +$26.3K 0.02% 173

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
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

Financial Advisors Network's SO Position: Q1 2017 in Review

Financial Advisors Network sold out of Southern Company (SO) in Q1 2017, closing a stake of 536 shares — an estimated $26K sold.

Financial Advisors Network first reported a position in SO in Q4 2016 and held it in 1 quarter. The position peaked at $26K in Q4 2016. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

  • Financial Advisors Network reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 536 Southern Company shares in Q1 2017, an estimated $26K.
  • Financial Advisors Network first reported a position in Southern Company in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Southern Company position peaked at $26K in Q4 2016.
  • 1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.