SFA
O icon

Staton Financial Advisors’s Realty Income O Stock Holding History

Staton Financial Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$2.27M Buy
42,460
+222
+0.5% +$12.3K 1.93% 27
2017
Q1 		$2.44M Buy
42,238
+2,252
+6% +$130K 2.09% 26
2016
Q4 		$2.23M Buy
39,986
+1,269
+3% +$71.2K 2.01% 26
2016
Q3 		$2.51M Sell
38,717
-7,584
-16% -$501K 2.3% 24
2016
Q2 		$3.11M Sell
46,301
-6,162
-12% -$374K 2.85% 17
2016
Q1 		$3.18M Sell
52,463
-7,712
-13% -$429K 3.04% 13
2015
Q4 		$3.01M Sell
60,175
-2,570
-4% -$123K 3.08% 14
2015
Q3 		$2.88M Sell
62,745
-154
-0.2% -$6.95K 3.05% 14
2015
Q2 		$2.71M Sell
62,899
-207
-0.3% -$9.47K 2.57% 20
2015
Q1 		$3.15M Buy
+63,106
New +$3.16M 2.88% 19

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return