BWP
SPLS

Baldwin Wealth Partners’s Staples Inc SPLS Stock Holding History

Baldwin Wealth Partners’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
2016
Q3 		– Sell
-765
Closed -$7K – 591
2016
Q2 		$7K Buy
+765
New +$7.29K ﹤0.01% 417

Other funds holding SPLS

Vanguard Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM

Baldwin Wealth Partners's SPLS Position: Q3 2016 in Review

Baldwin Wealth Partners sold out of Staples Inc (SPLS) in Q3 2016, closing a stake of 765 shares — an estimated $7K sold.

Baldwin Wealth Partners first reported a position in SPLS in Q2 2016 and held it in 1 quarter. The position peaked at $7K in Q2 2016. 477 funds tracked by Wall St. Rank hold SPLS as of Q3 2016.

  • Baldwin Wealth Partners reported no remaining Staples Inc position as of Q3 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 765 Staples Inc shares in Q3 2016, an estimated $7K.
  • Baldwin Wealth Partners first reported a position in Staples Inc in Q2 2016 and held it in 1 quarter.
  • Baldwin Wealth Partners's Staples Inc position peaked at $7K in Q2 2016.
  • 477 funds tracked by Wall St. Rank held Staples Inc as of Q3 2016.

Based on Baldwin Wealth Partners's 13F filing for Q3 2016, filed 8 Nov 2016.