EWM
SPLS

Elite Wealth Management’s Staples Inc SPLS Stock Holding History

Elite Wealth 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
2014
Q2 		– Sell
-6,321
Closed -$75K – 508
2014
Q1 		$72K Buy
6,321
+6,191
+4,762% +$80.9K 0.06% 102
2013
Q4 		$2K Buy
+130
New +$2.03K ﹤0.01% 744

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Elite Wealth Management's SPLS Position: Q2 2014 in Review

Elite Wealth Management sold out of Staples Inc (SPLS) in Q2 2014, closing a stake of 6,321 shares — an estimated $75K sold.

Elite Wealth Management first reported a position in SPLS in Q4 2013 and held it in 2 quarters. The position peaked at $72K in Q1 2014. 510 funds tracked by Wall St. Rank hold SPLS as of Q2 2014.

  • Elite Wealth Management reported no remaining Staples Inc position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 6,321 Staples Inc shares in Q2 2014, an estimated $75K.
  • Elite Wealth Management first reported a position in Staples Inc in Q4 2013 and held it in 2 quarters.
  • Elite Wealth Management's Staples Inc position peaked at $72K in Q1 2014.
  • 510 funds tracked by Wall St. Rank held Staples Inc as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.