FMWA
SPLS

Forvis Mazars Wealth Advisors’s Staples Inc SPLS Stock Holding History

Forvis Mazars Wealth 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
-10,043
Closed -$101K – 236
2017
Q2 		$101K Sell
10,043
-19
-0.2% -$178 0.01% 219
2017
Q1 		$88K Buy
+10,062
New +$90.7K 0.01% 209

Other funds holding SPLS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $374B AUM 17.66% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPLS Position: Q3 2017 in Review

Forvis Mazars Wealth Advisors sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 10,043 shares — an estimated $101K sold.

Forvis Mazars Wealth Advisors first reported a position in SPLS in Q1 2017 and held it in 2 quarters. The position peaked at $101K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Forvis Mazars Wealth Advisors reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 10,043 Staples Inc shares in Q3 2017, an estimated $101K.
  • Forvis Mazars Wealth Advisors first reported a position in Staples Inc in Q1 2017 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Staples Inc position peaked at $101K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.