DBIA
SPLS

Dumont & Blake Investment Advisors’s Staples Inc SPLS Stock Holding History

Dumont & Blake Investment 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
2017
Q3 		– Sell
-5,000
Closed -$50K – 203
2017
Q2 		$50K Sell
5,000
-500
-9% -$4.67K 0.02% 181
2017
Q1 		$47K Sell
5,500
-22,500
-80% -$203K 0.02% 172
2016
Q4 		$255K Buy
28,000
+5,500
+24% +$47.9K 0.12% 147
2016
Q3 		$192K Buy
22,500
+1,500
+7% +$13.2K 0.09% 156
2016
Q2 		$181K Buy
21,000
+17,000
+425% +$162K 0.09% 152
2016
Q1 		$44K Sell
4,000
-1,500
-27% -$14.1K 0.02% 160
2015
Q4 		$52K Buy
+5,500
New +$64.5K 0.03% 161

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 $3.25B AUM 28.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Dumont & Blake Investment Advisors's SPLS Position: Q3 2017 in Review

Dumont & Blake Investment Advisors sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 64,852 shares — an estimated $653K sold.

Dumont & Blake Investment Advisors first reported a position in SPLS in Q2 2013 and held it in 17 quarters. The position peaked at $2.02M in Q4 2014. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Dumont & Blake Investment Advisors reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 64,852 Staples Inc shares in Q3 2017, an estimated $653K.
  • Dumont & Blake Investment Advisors first reported a position in Staples Inc in Q2 2013 and held it in 17 quarters.
  • Dumont & Blake Investment Advisors's Staples Inc position peaked at $2.02M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2017, filed 31 Oct 2017.