GGPS
SPLS

Gary Goldberg Planning Services’s Staples Inc SPLS Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$2K Hold
110
– – ﹤0.01% 435
2014
Q3 		$1K Buy
+110
New +$1.29K ﹤0.01% 478

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

Gary Goldberg Planning Services's SPLS Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Staples Inc (SPLS) position steady in Q4 2014 at 110 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Gary Goldberg Planning Services first reported a position in SPLS in Q3 2014 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold SPLS as of Q4 2014.

  • Gary Goldberg Planning Services held 110 shares of Staples Inc worth $2K as of Q4 2014.
  • Gary Goldberg Planning Services left its Staples Inc share count unchanged in Q4 2014.
  • Staples Inc made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #435 holding.
  • Gary Goldberg Planning Services first reported a position in Staples Inc in Q3 2014 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Staples Inc as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.