Evercore Wealth Management’s Staples Inc SPLS Stock Holding History

Evercore 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
2017 Q3	–	Sell	-1,400	Closed	-$14K	–	996
2017 Q2	$14K	Buy	+1,400	New	+$13.1K	﹤0.01%	780
2014 Q3	–	Sell	-2,046	Closed	-$22K	–	1041
2014 Q2	$22K	Sell	2,046 -643	-24%	-$7.63K	﹤0.01%	725
2014 Q1	$31K	Sell	2,689 -3,286	-55%	-$42.9K	﹤0.01%	669
2013 Q4	$96K	Buy	5,975 +4,541	+317%	+$70.8K	0.01%	464
2013 Q3	$21K	Buy	1,434 +263	+22%	+$4.12K	﹤0.01%	685
2013 Q2	$19K	Buy	+1,171	New	+$16.8K	﹤0.01%	672

Other funds holding SPLS

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evercore Wealth Management's SPLS Position: Q3 2017 in Review

Evercore Wealth Management sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 1,400 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in SPLS in Q2 2013 and held it in 6 quarters. The position peaked at $96K in Q4 2013. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

Evercore Wealth Management reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,400 Staples Inc shares in Q3 2017, an estimated $14K.
Evercore Wealth Management first reported a position in Staples Inc in Q2 2013 and held it in 6 quarters.
Evercore Wealth Management's Staples Inc position peaked at $96K in Q4 2013.
4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.