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US Financial Advisors’s Southern Company SO Stock Holding History

US Financial 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
Q2 		– Sell
-45
Closed -$2K – 351
2016
Q1 		$2K Sell
45
-847
-95% -$41.3K ﹤0.01% 340
2015
Q4 		$42K Buy
892
+358
+67% +$16.2K 0.04% 158
2015
Q3 		$24K Buy
+534
New +$23.4K 0.04% 187
2015
Q2 		– Sell
-453
Closed -$20K – 565
2015
Q1 		$20K Hold
453
– – 0.02% 194
2014
Q4 		$22K Buy
+453
New +$21.4K 0.02% 175

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

US Financial Advisors's SO Position: Q2 2016 in Review

US Financial Advisors sold out of Southern Company (SO) in Q2 2016, closing a stake of 45 shares — an estimated $2K sold.

US Financial Advisors first reported a position in SO in Q4 2014 and held it in 5 quarters. The position peaked at $42K in Q4 2015. 1,150 funds tracked by Wall St. Rank hold SO as of Q2 2016.

  • US Financial Advisors reported no remaining Southern Company position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 45 Southern Company shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in Southern Company in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Southern Company position peaked at $42K in Q4 2015.
  • 1,150 funds tracked by Wall St. Rank held Southern Company as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.