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Financial Sense Advisors’s Southern Company SO Stock Holding History

Financial Sense 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
2013
Q3 		– Sell
-12,938
Closed -$570K – 152
2013
Q2 		$570K Buy
+12,938
New +$595K 0.25% 79

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Sense Advisors's SO Position: Q3 2013 in Review

Financial Sense Advisors sold out of Southern Company (SO) in Q3 2013, closing a stake of 12,938 shares — an estimated $570K sold.

Financial Sense Advisors first reported a position in SO in Q2 2013 and held it in 1 quarter. The position peaked at $570K in Q2 2013. 859 funds tracked by Wall St. Rank hold SO as of Q3 2013.

  • Financial Sense Advisors reported no remaining Southern Company position as of Q3 2013 after selling out during the quarter.
  • Financial Sense Advisors sold 12,938 Southern Company shares in Q3 2013, an estimated $570K.
  • Financial Sense Advisors first reported a position in Southern Company in Q2 2013 and held it in 1 quarter.
  • Financial Sense Advisors's Southern Company position peaked at $570K in Q2 2013.
  • 859 funds tracked by Wall St. Rank held Southern Company as of Q3 2013.

Based on Financial Sense Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.