GWM
SPLS

Gupta Wealth Management’s Staples Inc SPLS Stock Holding History

Gupta 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
2016
Q1 		– Sell
-307
Closed -$3K – 1374
2015
Q4 		$3K Buy
307
+237
+339% +$2.78K ﹤0.01% 1101
2015
Q3 		$1K Hold
70
– – ﹤0.01% 1248
2015
Q2 		$1K Hold
70
– – ﹤0.01% 1244
2015
Q1 		$1K Buy
+70
New +$1.18K ﹤0.01% 1148

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Gupta Wealth Management's SPLS Position: Q1 2016 in Review

Gupta Wealth Management sold out of Staples Inc (SPLS) in Q1 2016, closing a stake of 307 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in SPLS in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q4 2015. 495 funds tracked by Wall St. Rank hold SPLS as of Q1 2016.

  • Gupta Wealth Management reported no remaining Staples Inc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 307 Staples Inc shares in Q1 2016, an estimated $3K.
  • Gupta Wealth Management first reported a position in Staples Inc in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Staples Inc position peaked at $3K in Q4 2015.
  • 495 funds tracked by Wall St. Rank held Staples Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.