Gary Goldberg Planning Services’s Southern Company SO Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$10.8M	Buy	219,056 +21,750	+11%	+$1.03M	4.52%	4
2014 Q3	$8.61M	Buy	197,306 +43,313	+28%	+$1.9M	3.58%	4
2014 Q2	$6.99M	Buy	153,993 +37,931	+33%	+$1.68M	3.07%	9
2014 Q1	$5.1M	Buy	116,062 +45,958	+66%	+$1.93M	2.49%	13
2013 Q4	$2.88M	Buy	70,104 +25,365	+57%	+$1.05M	1.68%	19
2013 Q3	$1.84M	Buy	44,739 +42,729	+2,126%	+$1.84M	1.12%	25
2013 Q2	$89K	Buy	+2,010	New	+$92.4K	0.06%	127

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

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Gary Goldberg Planning Services's SO Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Southern Company (SO) stake by 11% in Q4 2014, buying an estimated $1.03M and bringing the position to 219,056 shares worth $10.8M. The position accounts for 4.52% of the portfolio, ranked #4.

Gary Goldberg Planning Services first reported a position in SO in Q2 2013 and has held it in 7 quarters since. 1,040 funds tracked by Wall St. Rank hold SO as of Q4 2014.

Gary Goldberg Planning Services held 219,056 shares of Southern Company worth $10.8M as of Q4 2014.
Gary Goldberg Planning Services bought 21,750 Southern Company shares in Q4 2014, an estimated $1.03M.
Southern Company made up 4.52% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #4 holding.
Gary Goldberg Planning Services first reported a position in Southern Company in Q2 2013 and has held it in 7 quarters since.
1,040 funds tracked by Wall St. Rank held Southern Company as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.