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Genesis Wealth Advisors’s Southern Company SO Stock Holding History

Genesis Wealth 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
2015
Q2 		$31.2K Hold
744
– – 0.03% 243
2015
Q1 		$33.2K Hold
744
– – 0.03% 243
2014
Q4 		$34.2K Buy
+744
New +$35.1K 0.03% 257

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

Genesis Wealth Advisors's SO Position: Q2 2015 in Review

Genesis Wealth Advisors held its Southern Company (SO) position steady in Q2 2015 at 744 shares worth $31.2K. The position accounts for 0.03% of the portfolio, ranked #243.

Genesis Wealth Advisors first reported a position in SO in Q4 2014 and has held it in 3 quarters since. The position peaked at $34.2K in Q4 2014. 986 funds tracked by Wall St. Rank hold SO as of Q2 2015.

  • Genesis Wealth Advisors held 744 shares of Southern Company worth $31.2K as of Q2 2015.
  • Genesis Wealth Advisors left its Southern Company share count unchanged in Q2 2015.
  • Southern Company made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #243 holding.
  • Genesis Wealth Advisors first reported a position in Southern Company in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Southern Company position peaked at $34.2K in Q4 2014.
  • 986 funds tracked by Wall St. Rank held Southern Company as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.