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WFG Advisors’s Southern Company SO Stock Holding History

WFG 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
2017
Q2 		$762K Sell
15,912
-10
-0.1% -$501 0.17% 138
2017
Q1 		$793K Sell
15,922
-12,921
-45% -$639K 0.21% 114
2016
Q4 		$1.42M Sell
28,843
-1,212
-4% -$59.5K 0.35% 73
2016
Q3 		$1.54M Buy
30,055
+1,797
+6% +$94.6K 0.38% 66
2016
Q2 		$1.51M Buy
28,258
+1,689
+6% +$84.9K 0.4% 59
2016
Q1 		$1.37M Sell
26,569
-2,067
-7% -$101K 0.4% 55
2015
Q4 		$1.34M Sell
28,636
-46,463
-62% -$2.11M 0.4% 55
2015
Q3 		$3.36M Buy
75,099
+9,724
+15% +$427K 1.05% 16
2015
Q2 		$2.74M Sell
65,375
-1,244
-2% -$54.2K 0.75% 22
2015
Q1 		$2.95M Sell
66,619
-9,559
-13% -$454K 0.82% 20
2014
Q4 		$3.74M Buy
76,178
+5,041
+7% +$238K 0.76% 13
2014
Q3 		$3.1M Buy
71,137
+1,966
+3% +$86.4K 0.59% 21
2014
Q2 		$3.14M Buy
69,171
+43,795
+173% +$1.94M 0.59% 21
2014
Q1 		$1.11M Sell
25,376
-25,331
-50% -$1.06M 0.22% 100
2013
Q4 		$2.08M Sell
50,707
-11,455
-18% -$473K 0.3% 70
2013
Q3 		$2.56M Sell
62,162
-985
-2% -$42.4K 0.4% 53
2013
Q2 		$2.79M Buy
+63,147
New +$2.9M 0.46% 43

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's SO Position: Q2 2017 in Review

WFG Advisors reduced its Southern Company (SO) stake by 0.06% in Q2 2017, selling an estimated $501 and leaving 15,912 shares worth $762K. The position accounts for 0.17% of the portfolio, ranked #138.

WFG Advisors first reported a position in SO in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.74M in Q4 2014. 1,167 funds tracked by Wall St. Rank hold SO as of Q2 2017.

  • WFG Advisors held 15,912 shares of Southern Company worth $762K as of Q2 2017.
  • WFG Advisors sold 10 Southern Company shares in Q2 2017, an estimated $501.
  • Southern Company made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #138 holding.
  • WFG Advisors first reported a position in Southern Company in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Southern Company position peaked at $3.74M in Q4 2014.
  • 1,167 funds tracked by Wall St. Rank held Southern Company as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.