Advisory Research’s Staples Inc SPLS Stock Holding History

Advisory Research’s Portfolio SPLS Stock Details SPLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-5,092	Closed	-$58K	–	802
2014 Q1	$58K	Buy	+5,092	New	+$66.5K	﹤0.01%	763

Other funds holding SPLS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Advisory Research's SPLS Position: Q2 2014 in Review

Advisory Research sold out of Staples Inc (SPLS) in Q2 2014, closing a stake of 5,092 shares — an estimated $58K sold.

Advisory Research first reported a position in SPLS in Q1 2014 and held it in 1 quarter. The position peaked at $58K in Q1 2014. 510 funds tracked by Wall St. Rank hold SPLS as of Q2 2014.

Advisory Research reported no remaining Staples Inc position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 5,092 Staples Inc shares in Q2 2014, an estimated $58K.
Advisory Research first reported a position in Staples Inc in Q1 2014 and held it in 1 quarter.
Advisory Research's Staples Inc position peaked at $58K in Q1 2014.
510 funds tracked by Wall St. Rank held Staples Inc as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.