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Gupta Wealth Management’s Southern Company SO Stock Holding History

Gupta 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
2016
Q1 		$32K Sell
611
-96
-14% -$4.68K 0.01% 554
2015
Q4 		$33K Sell
707
-300
-30% -$13.6K 0.01% 532
2015
Q3 		$45K Sell
1,007
-87
-8% -$3.82K 0.01% 469
2015
Q2 		$46K Buy
1,094
+389
+55% +$16.9K 0.01% 489
2015
Q1 		$31K Buy
+705
New +$33.5K 0.01% 494

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 $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's SO Position: Q1 2016 in Review

Gupta Wealth Management reduced its Southern Company (SO) stake by 14% in Q1 2016, selling an estimated $4.68K and leaving 611 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #554.

Gupta Wealth Management first reported a position in SO in Q1 2015 and has held it in 5 quarters since. The position peaked at $46K in Q2 2015. 1,124 funds tracked by Wall St. Rank hold SO as of Q1 2016.

  • Gupta Wealth Management held 611 shares of Southern Company worth $32K as of Q1 2016.
  • Gupta Wealth Management sold 96 Southern Company shares in Q1 2016, an estimated $4.68K.
  • Southern Company made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #554 holding.
  • Gupta Wealth Management first reported a position in Southern Company in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Southern Company position peaked at $46K in Q2 2015.
  • 1,124 funds tracked by Wall St. Rank held Southern Company as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.