AWM
SPLS

AE Wealth Management’s Staples Inc SPLS Stock Holding History

AE Wealth Management’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
2017
Q3 		– Sell
-103,853
Closed -$1.05M – 421
2017
Q2 		$1.05M Buy
103,853
+4,857
+5% +$45.4K 0.12% 141
2017
Q1 		$868K Buy
98,996
+18,737
+23% +$169K 0.16% 126
2016
Q4 		$726K Buy
+80,259
New +$700K 0.29% 93

Other funds holding SPLS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management's SPLS Position: Q3 2017 in Review

AE Wealth Management sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 103,853 shares — an estimated $1.05M sold.

AE Wealth Management first reported a position in SPLS in Q4 2016 and held it in 3 quarters. The position peaked at $1.05M in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • AE Wealth Management reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • AE Wealth Management sold 103,853 Staples Inc shares in Q3 2017, an estimated $1.05M.
  • AE Wealth Management first reported a position in Staples Inc in Q4 2016 and held it in 3 quarters.
  • AE Wealth Management's Staples Inc position peaked at $1.05M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on AE Wealth Management's 13F filing for Q3 2017, filed 8 Nov 2017.