Staton Financial Advisors’s Parker-Hannifin PH Stock Holding History

Staton Financial Advisors’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1.25M	Sell	7,825 -667	-8%	-$106K	1.06%	34
2017 Q1	$1.36M	Sell	8,492 -175	-2%	-$26.6K	1.17%	34
2016 Q4	$1.21M	Buy	8,667 +48	+0.6%	+$6.38K	1.09%	34
2016 Q3	$1.08M	Sell	8,619 -187	-2%	-$22.3K	0.99%	34
2016 Q2	$951K	Buy	8,806 +1,277	+17%	+$143K	0.87%	35
2016 Q1	$836K	Buy	7,529 +2,507	+50%	+$252K	0.8%	33
2015 Q4	$487K	Buy	5,022 +2,070	+70%	+$210K	0.5%	33
2015 Q3	$287K	Buy	2,952 +200	+7%	+$21.7K	0.3%	35
2015 Q2	$320K	Buy	2,752 +20	+0.7%	+$2.42K	0.3%	37
2015 Q1	$325K	Buy	+2,732	New	+$331K	0.3%	36

Other funds holding PH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Staton Financial Advisors reduced its Parker-Hannifin (PH) stake by 7.9% in Q2 2017, selling an estimated $106K and leaving 7,825 shares worth $1.25M. The position accounts for 1.06% of the portfolio, ranked #34.

Staton Financial Advisors first reported a position in PH in Q1 2015 and has held it in 10 quarters since. The position peaked at $1.36M in Q1 2017. 667 funds tracked by Wall St. Rank hold PH as of Q2 2017.

Staton Financial Advisors held 7,825 shares of Parker-Hannifin worth $1.25M as of Q2 2017.
Staton Financial Advisors sold 667 Parker-Hannifin shares in Q2 2017, an estimated $106K.
Parker-Hannifin made up 1.06% of Staton Financial Advisors's portfolio in Q2 2017, its #34 holding.
Staton Financial Advisors first reported a position in Parker-Hannifin in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's Parker-Hannifin position peaked at $1.36M in Q1 2017.
667 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2017.

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