SFA
GAS

Staton Financial Advisors’s AGL Resources Inc GAS Stock Holding History

Staton Financial Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-23,419
Closed -$1.09M – 38
2015
Q2 		$1.09M Buy
23,419
+551
+2% +$27.2K 1.03% 29
2015
Q1 		$1.14M Buy
+22,868
New +$1.19M 1.04% 28

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Staton Financial Advisors's GAS Position: Q3 2015 in Review

Staton Financial Advisors sold out of AGL Resources Inc (GAS) in Q3 2015, closing a stake of 23,419 shares — an estimated $1.09M sold.

Staton Financial Advisors first reported a position in GAS in Q1 2015 and held it in 2 quarters. The position peaked at $1.14M in Q1 2015. 456 funds tracked by Wall St. Rank hold GAS as of Q3 2015.

  • Staton Financial Advisors reported no remaining AGL Resources Inc position as of Q3 2015 after selling out during the quarter.
  • Staton Financial Advisors sold 23,419 AGL Resources Inc shares in Q3 2015, an estimated $1.09M.
  • Staton Financial Advisors first reported a position in AGL Resources Inc in Q1 2015 and held it in 2 quarters.
  • Staton Financial Advisors's AGL Resources Inc position peaked at $1.14M in Q1 2015.
  • 456 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2015.

Based on Staton Financial Advisors's 13F filing for Q3 2015, filed 18 Jul 2017.