BRWA
SPLS

B. Riley Wealth Advisors’s Staples Inc SPLS Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-1,602
Closed -$29K – 2738
2014
Q4 		$29K Buy
+1,602
New +$22.4K ﹤0.01% 2389
2014
Q3 		– Sell
-1,232
Closed -$13.4K – 2545
2014
Q2 		$13.4K Buy
+1,232
New +$14.6K ﹤0.01% 1654
2013
Q3 		– Sell
-11,100
Closed -$176K – 788
2013
Q2 		$176K Buy
+11,100
New +$159K 0.06% 384

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's SPLS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Staples Inc (SPLS) in Q1 2015, closing a stake of 1,602 shares — an estimated $29K sold.

B. Riley Wealth Advisors first reported a position in SPLS in Q2 2013 and held it in 3 quarters. The position peaked at $176K in Q2 2013. 539 funds tracked by Wall St. Rank hold SPLS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Staples Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,602 Staples Inc shares in Q1 2015, an estimated $29K.
  • B. Riley Wealth Advisors first reported a position in Staples Inc in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Staples Inc position peaked at $176K in Q2 2013.
  • 539 funds tracked by Wall St. Rank held Staples Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.