BFM
SPLS

Boston Financial Management’s Staples Inc SPLS Stock Holding History

Boston Financial 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
2013
Q4 		– Sell
-10,155
Closed -$149K – 206
2013
Q3 		$149K Sell
10,155
-4,150
-29% -$65.1K 0.02% 194
2013
Q2 		$227K Buy
+14,305
New +$205K 0.04% 193

Other funds holding SPLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Boston Financial Management's SPLS Position: Q4 2013 in Review

Boston Financial Management sold out of Staples Inc (SPLS) in Q4 2013, closing a stake of 10,155 shares — an estimated $149K sold.

Boston Financial Management first reported a position in SPLS in Q2 2013 and held it in 2 quarters. The position peaked at $227K in Q2 2013. 550 funds tracked by Wall St. Rank hold SPLS as of Q4 2013.

  • Boston Financial Management reported no remaining Staples Inc position as of Q4 2013 after selling out during the quarter.
  • Boston Financial Management sold 10,155 Staples Inc shares in Q4 2013, an estimated $149K.
  • Boston Financial Management first reported a position in Staples Inc in Q2 2013 and held it in 2 quarters.
  • Boston Financial Management's Staples Inc position peaked at $227K in Q2 2013.
  • 550 funds tracked by Wall St. Rank held Staples Inc as of Q4 2013.

Based on Boston Financial Management's 13F filing for Q4 2013, filed 25 Feb 2014.