GCA
SPLS

Gideon Capital Advisors’s Staples Inc SPLS Stock Holding History

Gideon Capital 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
Q1 		– Sell
-29,687
Closed -$269K – 579
2016
Q4 		$269K Buy
+29,687
New +$259K 0.17% 300
2014
Q3 		– Sell
-85,409
Closed -$926K – 401
2014
Q2 		$926K Buy
+85,409
New +$1.01M 0.34% 96

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gideon Capital Advisors's SPLS Position: Q1 2017 in Review

Gideon Capital Advisors sold out of Staples Inc (SPLS) in Q1 2017, closing a stake of 29,687 shares — an estimated $269K sold.

Gideon Capital Advisors first reported a position in SPLS in Q2 2014 and held it in 2 quarters. The position peaked at $926K in Q2 2014. 500 funds tracked by Wall St. Rank hold SPLS as of Q1 2017.

  • Gideon Capital Advisors reported no remaining Staples Inc position as of Q1 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 29,687 Staples Inc shares in Q1 2017, an estimated $269K.
  • Gideon Capital Advisors first reported a position in Staples Inc in Q2 2014 and held it in 2 quarters.
  • Gideon Capital Advisors's Staples Inc position peaked at $926K in Q2 2014.
  • 500 funds tracked by Wall St. Rank held Staples Inc as of Q1 2017.

Based on Gideon Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.