Tillar-Wenstrup Advisors’s Southern Company SO Stock Holding History

Tillar-Wenstrup 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
2016 Q4	–	Sell	-26,109	Closed	-$1.34M	–	54
2016 Q3	$1.34M	Sell	26,109 -14,267	-35%	-$751K	1.22%	46
2016 Q2	$2.17M	Sell	40,376 -61	-0.2%	-$3.07K	2.14%	12
2016 Q1	$2.07M	Sell	40,437 -6,414	-14%	-$312K	2.37%	12
2015 Q4	$2.19M	Buy	46,851 +5	+0%	+$227	2.17%	18
2015 Q3	$2.09M	Buy	46,846 +600	+1%	+$26.3K	2.1%	22
2015 Q2	$1.94M	Buy	46,246 +22,460	+94%	+$979K	1.75%	36
2015 Q1	$1.05M	Sell	23,786 -23,874	-50%	-$1.13M	1.03%	33
2014 Q4	$2.34M	Buy	+47,660	New	+$2.25M	2.26%	23

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tillar-Wenstrup Advisors's SO Position: Q4 2016 in Review

Tillar-Wenstrup Advisors sold out of Southern Company (SO) in Q4 2016, closing a stake of 26,109 shares — an estimated $1.34M sold.

Tillar-Wenstrup Advisors first reported a position in SO in Q4 2014 and held it in 8 quarters. The position peaked at $2.34M in Q4 2014. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

Tillar-Wenstrup Advisors reported no remaining Southern Company position as of Q4 2016 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 26,109 Southern Company shares in Q4 2016, an estimated $1.34M.
Tillar-Wenstrup Advisors first reported a position in Southern Company in Q4 2014 and held it in 8 quarters.
Tillar-Wenstrup Advisors's Southern Company position peaked at $2.34M in Q4 2014.
1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.