Triangle Securities Wealth Management’s Southern Company SO Stock Holding History

Triangle Securities 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
2016 Q3	–	Sell	-3,762	Closed	-$202K	–	125
2016 Q2	$202K	Sell	3,762 -320	-8%	-$16.1K	0.15%	119
2016 Q1	$211K	Buy	+4,082	New	+$199K	0.14%	129
2015 Q3	–	Sell	-5,072	Closed	-$213K	–	138
2015 Q2	$213K	Hold	5,072	–	–	0.15%	130
2015 Q1	$225K	Buy	5,072 +550	+12%	+$26.1K	0.16%	131
2014 Q4	$222K	Buy	+4,522	New	+$214K	0.16%	126
2014 Q3	–	Sell	-4,522	Closed	-$205K	–	129
2014 Q2	$205K	Sell	4,522 -305	-6%	-$13.5K	0.16%	124
2014 Q1	$226K	Buy	+4,827	New	+$202K	0.2%	107
2013 Q3	–	Sell	-4,522	Closed	-$200K	–	340
2013 Q2	$200K	Buy	+4,522	New	+$208K	0.15%	119

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

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

Triangle Securities Wealth Management's SO Position: Q3 2016 in Review

Triangle Securities Wealth Management sold out of Southern Company (SO) in Q3 2016, closing a stake of 3,762 shares — an estimated $202K sold.

Triangle Securities Wealth Management first reported a position in SO in Q2 2013 and held it in 8 quarters. The position peaked at $226K in Q1 2014. 1,134 funds tracked by Wall St. Rank hold SO as of Q3 2016.

Triangle Securities Wealth Management reported no remaining Southern Company position as of Q3 2016 after selling out during the quarter.
Triangle Securities Wealth Management sold 3,762 Southern Company shares in Q3 2016, an estimated $202K.
Triangle Securities Wealth Management first reported a position in Southern Company in Q2 2013 and held it in 8 quarters.
Triangle Securities Wealth Management's Southern Company position peaked at $226K in Q1 2014.
1,134 funds tracked by Wall St. Rank held Southern Company as of Q3 2016.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2016, filed 6 Oct 2016.