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Stearns Financial Services Group’s Southern Company SO Stock Holding History

Stearns Financial Services Group’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
-4,889
Closed -$251K – 130
2016
Q3 		$251K Buy
+4,889
New +$257K 0.07% 114

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Stearns Financial Services Group's SO Position: Q4 2016 in Review

Stearns Financial Services Group sold out of Southern Company (SO) in Q4 2016, closing a stake of 4,889 shares — an estimated $251K sold.

Stearns Financial Services Group first reported a position in SO in Q3 2016 and held it in 1 quarter. The position peaked at $251K in Q3 2016. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

  • Stearns Financial Services Group reported no remaining Southern Company position as of Q4 2016 after selling out during the quarter.
  • Stearns Financial Services Group sold 4,889 Southern Company shares in Q4 2016, an estimated $251K.
  • Stearns Financial Services Group first reported a position in Southern Company in Q3 2016 and held it in 1 quarter.
  • Stearns Financial Services Group's Southern Company position peaked at $251K in Q3 2016.
  • 1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on Stearns Financial Services Group's 13F filing for Q4 2016, filed 9 Feb 2017.