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Rocky Mountain Private Wealth Management’s Southern Company SO Stock Holding History

Rocky Mountain Private 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
Q3 		– Sell
-4
Closed – – 24
2016
Q2 		$0 Hold
4
– – ﹤0.01% 24
2016
Q1 		$0 Hold
4
– – ﹤0.01% 25
2015
Q4 		$0 Buy
+4
New +$181 ﹤0.01% 25

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 $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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rocky Mountain Private Wealth Management's SO Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management sold out of Southern Company (SO) in Q3 2016, closing a stake of 4 shares.

Rocky Mountain Private Wealth Management first reported a position in SO in Q4 2015 and held it in 3 quarters. The position peaked at $0 in Q2 2016. 1,134 funds tracked by Wall St. Rank hold SO as of Q3 2016.

  • Rocky Mountain Private Wealth Management reported no remaining Southern Company position as of Q3 2016 after selling out during the quarter.
  • Rocky Mountain Private Wealth Management sold 4 Southern Company shares in Q3 2016.
  • Rocky Mountain Private Wealth Management first reported a position in Southern Company in Q4 2015 and held it in 3 quarters.
  • Rocky Mountain Private Wealth Management's Southern Company position peaked at $0 in Q2 2016.
  • 1,134 funds tracked by Wall St. Rank held Southern Company as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.