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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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