GWS
SPLS

Glassman Wealth Services’s Staples Inc SPLS Stock Holding History

Glassman Wealth 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
2017
Q3 		– Sell
-2,833
Closed -$29K – 668
2017
Q2 		$29K Sell
2,833
-790
-22% -$7.38K 0.02% 199
2017
Q1 		$32K Buy
3,623
+35
+1% +$316 0.02% 202
2016
Q4 		$32K Buy
3,588
+868
+32% +$7.57K 0.02% 211
2016
Q3 		$23K Sell
2,720
-790
-23% -$6.95K 0.02% 220
2016
Q2 		$30K Buy
3,510
+29
+0.8% +$276 0.03% 178
2016
Q1 		$38K Buy
3,481
+35
+1% +$329 0.03% 155
2015
Q4 		$33K Buy
3,446
+25
+0.7% +$293 0.03% 170
2015
Q3 		$40K Buy
3,421
+21
+0.6% +$296 0.04% 158
2015
Q2 		$52K Buy
3,400
+19
+0.6% +$309 0.04% 147
2015
Q1 		$55K Buy
3,381
+18
+0.5% +$302 0.04% 137
2014
Q4 		$61K Buy
+3,363
New +$47K 0.04% 146

Other funds holding SPLS

DekaBank Deutsche Girozentrale
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Glassman Wealth Services's SPLS Position: Q3 2017 in Review

Glassman Wealth Services sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 2,833 shares — an estimated $29K sold.

Glassman Wealth Services first reported a position in SPLS in Q4 2014 and held it in 11 quarters. The position peaked at $61K in Q4 2014. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Glassman Wealth Services reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 2,833 Staples Inc shares in Q3 2017, an estimated $29K.
  • Glassman Wealth Services first reported a position in Staples Inc in Q4 2014 and held it in 11 quarters.
  • Glassman Wealth Services's Staples Inc position peaked at $61K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Glassman Wealth Services's 13F filing for Q3 2017, filed 13 Nov 2017.