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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return