United Bank (West Virginia)’s Southern Company SO Stock Holding History

United Bank (West Virginia)’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 Q3	$309K	Hold	6,300	–	–	0.12%	93
2017 Q2	$301K	Hold	6,300	–	–	0.13%	93
2017 Q1	$314K	Hold	6,300	–	–	0.14%	88
2016 Q4	$310K	Hold	6,300	–	–	0.14%	89
2016 Q3	$324K	Buy	6,300 +800	+15%	+$42.1K	0.15%	79
2016 Q2	$294K	Hold	5,500	–	–	0.14%	85
2016 Q1	$284K	Buy	5,500 +68	+1%	+$3.31K	0.13%	89
2015 Q4	$254K	Hold	5,432	–	–	0.12%	89
2015 Q3	$243K	Buy	5,432 +600	+12%	+$26.3K	0.13%	87
2015 Q2	$203K	Sell	4,832 -1,200	-20%	-$52.3K	0.09%	98
2015 Q1	$267K	Hold	6,032	–	–	0.11%	93
2014 Q4	$297K	Hold	6,032	–	–	0.11%	88
2014 Q3	$264K	Hold	6,032	–	–	0.1%	90
2014 Q2	$274K	Sell	6,032 -2,600	-30%	-$115K	0.1%	86
2014 Q1	$379K	Hold	8,632	–	–	0.15%	70
2013 Q4	$355K	Hold	8,632	–	–	0.14%	78
2013 Q3	$355K	Hold	8,632	–	–	0.15%	68
2013 Q2	$381K	Buy	+8,632	New	+$397K	0.17%	56

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Bank (West Virginia)'s SO Position: Q3 2017 in Review

United Bank (West Virginia) held its Southern Company (SO) position steady in Q3 2017 at 6,300 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #93.

United Bank (West Virginia) first reported a position in SO in Q2 2013 and has held it in 18 quarters since. The position peaked at $381K in Q2 2013. 1,158 funds tracked by Wall St. Rank hold SO as of Q3 2017.

United Bank (West Virginia) held 6,300 shares of Southern Company worth $309K as of Q3 2017.
United Bank (West Virginia) left its Southern Company share count unchanged in Q3 2017.
Southern Company made up 0.12% of United Bank (West Virginia)'s portfolio in Q3 2017, its #93 holding.
United Bank (West Virginia) first reported a position in Southern Company in Q2 2013 and has held it in 18 quarters since.
United Bank (West Virginia)'s Southern Company position peaked at $381K in Q2 2013.
1,158 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.