NFG
SOJB

Nations Financial Group’s The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 SOJB Stock Holding History

Nations Financial Group’s Portfolio SOJB Stock Details SOJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13,347
Closed -$334K – 168
2017
Q2 		$334K Buy
13,347
+521
+4% +$12.9K 0.27% 107
2017
Q1 		$307K Buy
+12,826
New +$300K 0.3% 100

Other funds holding SOJB

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5M AUM 5.91% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Nations Financial Group's SOJB Position: Q3 2017 in Review

Nations Financial Group sold out of The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 (SOJB) in Q3 2017, closing a stake of 13,347 shares — an estimated $334K sold.

Nations Financial Group first reported a position in SOJB in Q1 2017 and held it in 2 quarters. The position peaked at $334K in Q2 2017. 3 funds tracked by Wall St. Rank hold SOJB as of Q3 2017.

  • Nations Financial Group reported no remaining The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 position as of Q3 2017 after selling out during the quarter.
  • Nations Financial Group sold 13,347 The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 shares in Q3 2017, an estimated $334K.
  • Nations Financial Group first reported a position in The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 in Q1 2017 and held it in 2 quarters.
  • Nations Financial Group's The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 position peaked at $334K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 as of Q3 2017.

Based on Nations Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.