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Staton Financial Advisors’s IBM IBM Stock Holding History

Staton Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$4.32M Buy
29,383
+105
+0.4% +$15.8K 3.67% 7
2017
Q1 		$4.87M Sell
29,278
-664
-2% -$111K 4.19% 2
2016
Q4 		$4.75M Sell
29,942
-1,569
-5% -$239K 4.29% 2
2016
Q3 		$4.79M Sell
31,511
-2,001
-6% -$304K 4.38% 2
2016
Q2 		$4.86M Sell
33,512
-811
-2% -$116K 4.45% 5
2016
Q1 		$4.97M Buy
34,323
+734
+2% +$93.8K 4.76% 6
2015
Q4 		$4.42M Sell
33,589
-2,641
-7% -$355K 4.52% 8
2015
Q3 		$5.02M Buy
36,230
+277
+0.8% +$40.9K 5.32% 4
2015
Q2 		$5.59M Sell
35,953
-234
-0.6% -$37.6K 5.31% 2
2015
Q1 		$5.55M Buy
+36,187
New +$5.49M 5.07% 2

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Staton Financial Advisors's IBM Position: Q2 2017 in Review

Staton Financial Advisors increased its IBM (IBM) stake by 0.36% in Q2 2017, buying an estimated $15.8K and bringing the position to 29,383 shares worth $4.32M. The position accounts for 3.67% of the portfolio, ranked #7.

Staton Financial Advisors first reported a position in IBM in Q1 2015 and has held it in 10 quarters since. The position peaked at $5.59M in Q2 2015. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Staton Financial Advisors held 29,383 shares of IBM worth $4.32M as of Q2 2017.
  • Staton Financial Advisors bought 105 IBM shares in Q2 2017, an estimated $15.8K.
  • IBM made up 3.67% of Staton Financial Advisors's portfolio in Q2 2017, its #7 holding.
  • Staton Financial Advisors first reported a position in IBM in Q1 2015 and has held it in 10 quarters since.
  • Staton Financial Advisors's IBM position peaked at $5.59M in Q2 2015.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.