MYCIO Wealth Partners’s Southern Company SO Stock Holding History

MYCIO Wealth Partners’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 Q4	–	Sell	-661	Closed	-$34K	–	584
2016 Q3	$34K	Hold	661	–	–	0.01%	405
2016 Q2	$35K	Hold	661	–	–	0.01%	385
2016 Q1	$34K	Sell	661 -500	-43%	-$24.4K	0.01%	365
2015 Q4	$54K	Hold	1,161	–	–	0.01%	279
2015 Q3	$52K	Hold	1,161	–	–	0.01%	288
2015 Q2	$49K	Buy	1,161 +100	+9%	+$4.36K	0.01%	296
2015 Q1	$47K	Buy	1,061 +400	+61%	+$19K	0.01%	292
2014 Q4	$32K	Hold	661	–	–	0.01%	332
2014 Q3	$29K	Hold	661	–	–	0.01%	315
2014 Q2	$30K	Hold	661	–	–	0.01%	334
2014 Q1	$29K	Sell	661 -200	-23%	-$8.38K	0.01%	329
2013 Q4	$35K	Buy	861 +200	+30%	+$8.25K	0.01%	288
2013 Q3	$27K	Hold	661	–	–	0.01%	299
2013 Q2	$29K	Buy	+661	New	+$30.4K	0.01%	293

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

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

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

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

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

MYCIO Wealth Partners's SO Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Southern Company (SO) in Q4 2016, closing a stake of 661 shares — an estimated $34K sold.

MYCIO Wealth Partners first reported a position in SO in Q2 2013 and held it in 14 quarters. The position peaked at $54K in Q4 2015. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

MYCIO Wealth Partners reported no remaining Southern Company position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 661 Southern Company shares in Q4 2016, an estimated $34K.
MYCIO Wealth Partners first reported a position in Southern Company in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Southern Company position peaked at $54K in Q4 2015.
1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.