Creative Planning
SPLS

Creative Planning’s Staples Inc SPLS Stock Holding History

Creative Planning’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
-18,590
Closed -$187K – 4719
2017
Q2 		$187K Buy
18,590
+1,045
+6% +$9.77K ﹤0.01% 1563
2017
Q1 		$154K Sell
17,545
-1,144
-6% -$10.3K ﹤0.01% 1663
2016
Q4 		$169K Sell
18,689
-9,176
-33% -$80K ﹤0.01% 1500
2016
Q3 		$238K Buy
27,865
+8,932
+47% +$78.6K ﹤0.01% 1308
2016
Q2 		$163K Sell
18,933
-1,406
-7% -$13.4K ﹤0.01% 1359
2016
Q1 		$224K Sell
20,339
-444
-2% -$4.17K ﹤0.01% 1158
2015
Q4 		$197K Buy
20,783
+4,004
+24% +$47K ﹤0.01% 1205
2015
Q3 		$197K Sell
16,779
-13,966
-45% -$197K ﹤0.01% 1207
2015
Q2 		$471K Buy
30,745
+13,654
+80% +$222K ﹤0.01% 684
2015
Q1 		$278K Sell
17,091
-3,235
-16% -$54.3K ﹤0.01% 1040
2014
Q4 		$368K Buy
20,326
+6,513
+47% +$90.9K ﹤0.01% 834
2014
Q3 		$167K Sell
13,813
-1,724
-11% -$20.2K ﹤0.01% 1161
2014
Q2 		$168K Buy
15,537
+4,902
+46% +$58.1K ﹤0.01% 1124
2014
Q1 		$121K Buy
10,635
+3,997
+60% +$52.2K ﹤0.01% 1281
2013
Q4 		$105K Sell
6,638
-1,428
-18% -$22.3K ﹤0.01% 1174
2013
Q3 		$118K Buy
8,066
+6,014
+293% +$94.3K ﹤0.01% 1023
2013
Q2 		$33K Buy
+2,052
New +$29.4K ﹤0.01% 1633

Other funds holding SPLS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's SPLS Position: Q3 2017 in Review

Creative Planning sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 18,590 shares — an estimated $187K sold.

Creative Planning first reported a position in SPLS in Q2 2013 and held it in 17 quarters. The position peaked at $471K in Q2 2015. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Creative Planning reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 18,590 Staples Inc shares in Q3 2017, an estimated $187K.
  • Creative Planning first reported a position in Staples Inc in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Staples Inc position peaked at $471K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.