IBEX Wealth Advisors’s Southern Company SO Stock Holding History

IBEX 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
2017 Q1	–	Sell	-238	Closed	-$12K	–	338
2016 Q4	$12K	Buy	+238	New	+$11.7K	0.01%	272

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IBEX Wealth Advisors's SO Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Southern Company (SO) in Q1 2017, closing a stake of 238 shares — an estimated $12K sold.

IBEX Wealth Advisors first reported a position in SO in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 1,194 funds tracked by Wall St. Rank hold SO as of Q1 2017.

IBEX Wealth Advisors reported no remaining Southern Company position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 238 Southern Company shares in Q1 2017, an estimated $12K.
IBEX Wealth Advisors first reported a position in Southern Company in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Southern Company position peaked at $12K in Q4 2016.
1,194 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.