EWM
SPLS

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

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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 $374B AUM 17.66% 1-Year Est. Return