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Torch Wealth Management’s Southern Company SO Stock Holding History

Torch 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
2014
Q3 		– Sell
-268
Closed -$12K – 211
2014
Q2 		$12K Hold
268
– – 0.01% 230
2014
Q1 		$12K Buy
+268
New +$11.2K 0.01% 246

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Torch Wealth Management's SO Position: Q3 2014 in Review

Torch Wealth Management sold out of Southern Company (SO) in Q3 2014, closing a stake of 268 shares — an estimated $12K sold.

Torch Wealth Management first reported a position in SO in Q1 2014 and held it in 2 quarters. The position peaked at $12K in Q2 2014. 924 funds tracked by Wall St. Rank hold SO as of Q3 2014.

  • Torch Wealth Management reported no remaining Southern Company position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 268 Southern Company shares in Q3 2014, an estimated $12K.
  • Torch Wealth Management first reported a position in Southern Company in Q1 2014 and held it in 2 quarters.
  • Torch Wealth Management's Southern Company position peaked at $12K in Q2 2014.
  • 924 funds tracked by Wall St. Rank held Southern Company as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.