LBA Wealth Management’s Southern Company SO Stock Holding History

LBA 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
2017 Q1	$72K	Hold	1,441	–	–	0.04%	174
2016 Q4	$71K	Hold	1,441	–	–	0.04%	168
2016 Q3	$74K	Hold	1,441	–	–	0.04%	172
2016 Q2	$77K	Hold	1,441	–	–	0.04%	170
2016 Q1	$75K	Sell	1,441 -911	-39%	-$44.4K	0.04%	172
2015 Q4	$110K	Hold	2,352	–	–	0.06%	154
2015 Q3	$105K	Buy	2,352 +1,271	+118%	+$55.8K	0.07%	144
2015 Q2	$45K	Hold	1,081	–	–	0.03%	172
2015 Q1	$48K	Buy	1,081 +1,051	+3,503%	+$49.9K	0.03%	172
2014 Q4	$1K	Hold	30	–	–	﹤0.01%	285
2014 Q3	$1K	Hold	30	–	–	﹤0.01%	421
2014 Q2	$1K	Hold	30	–	–	﹤0.01%	267
2014 Q1	$1K	Sell	30 -111	-79%	-$4.65K	﹤0.01%	258
2013 Q4	$6K	Buy	+141	New	+$5.82K	﹤0.01%	239

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LBA Wealth Management's SO Position: Q1 2017 in Review

LBA Wealth Management held its Southern Company (SO) position steady in Q1 2017 at 1,441 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #174.

LBA Wealth Management first reported a position in SO in Q4 2013 and has held it in 14 quarters since. The position peaked at $110K in Q4 2015. 1,193 funds tracked by Wall St. Rank hold SO as of Q1 2017.

LBA Wealth Management held 1,441 shares of Southern Company worth $72K as of Q1 2017.
LBA Wealth Management left its Southern Company share count unchanged in Q1 2017.
Southern Company made up 0.04% of LBA Wealth Management's portfolio in Q1 2017, its #174 holding.
LBA Wealth Management first reported a position in Southern Company in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Southern Company position peaked at $110K in Q4 2015.
1,193 funds tracked by Wall St. Rank held Southern Company as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.