Staton Financial Advisors’s Southern Company SO Stock Holding History

Staton Financial 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 Q2	$700K	Sell	14,620 -945	-6%	-$47.4K	0.59%	37
2017 Q1	$775K	Buy	15,565 +470	+3%	+$23.2K	0.67%	36
2016 Q4	$743K	Buy	15,095 +565	+4%	+$27.8K	0.67%	36
2016 Q3	$745K	Sell	14,530 -428	-3%	-$22.5K	0.68%	36
2016 Q2	$802K	Sell	14,958 -1,725	-10%	-$86.8K	0.73%	36
2016 Q1	$863K	Sell	16,683 -460	-3%	-$22.4K	0.83%	32
2015 Q4	$802K	Sell	17,143 -735	-4%	-$33.3K	0.82%	29
2015 Q3	$799K	Buy	17,878 +250	+1%	+$11K	0.85%	29
2015 Q2	$739K	Hold	17,628	–	–	0.7%	33
2015 Q1	$781K	Buy	+17,628	New	+$837K	0.71%	31

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Staton Financial Advisors's SO Position: Q2 2017 in Review

Staton Financial Advisors reduced its Southern Company (SO) stake by 6.1% in Q2 2017, selling an estimated $47.4K and leaving 14,620 shares worth $700K. The position accounts for 0.59% of the portfolio, ranked #37.

Staton Financial Advisors first reported a position in SO in Q1 2015 and has held it in 10 quarters since. The position peaked at $863K in Q1 2016. 1,168 funds tracked by Wall St. Rank hold SO as of Q2 2017.

Staton Financial Advisors held 14,620 shares of Southern Company worth $700K as of Q2 2017.
Staton Financial Advisors sold 945 Southern Company shares in Q2 2017, an estimated $47.4K.
Southern Company made up 0.59% of Staton Financial Advisors's portfolio in Q2 2017, its #37 holding.
Staton Financial Advisors first reported a position in Southern Company in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's Southern Company position peaked at $863K in Q1 2016.
1,168 funds tracked by Wall St. Rank held Southern Company as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.