IPC
SPLS

Independent Portfolio Consultants’s Staples Inc SPLS Stock Holding History

Independent Portfolio Consultants’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
Q2 		$0 Hold
25
– – ﹤0.01% 873
2017
Q1 		$0 Sell
25
-17,440
-100% -$157K ﹤0.01% 955
2016
Q4 		$158K Sell
17,465
-9,430
-35% -$82.2K 0.05% 364
2016
Q3 		$230K Buy
26,895
+4,660
+21% +$41K 0.07% 298
2016
Q2 		$192K Sell
22,235
-225
-1% -$2.14K 0.06% 338
2016
Q1 		$248K Sell
22,460
-1,300
-5% -$12.2K 0.07% 307
2015
Q4 		$225K Buy
23,760
+4,290
+22% +$50.3K 0.07% 321
2015
Q3 		$228K Buy
19,470
+1,090
+6% +$15.3K 0.05% 330
2015
Q2 		$281K Buy
18,380
+7,821
+74% +$127K 0.06% 318
2015
Q1 		$172K Buy
10,559
+2,129
+25% +$35.7K 0.04% 391
2014
Q4 		$153K Buy
8,430
+2,050
+32% +$28.6K 0.03% 423
2014
Q3 		$77K Sell
6,380
-25,860
-80% -$303K 0.02% 579
2014
Q2 		$349K Sell
32,240
-1,025
-3% -$12.2K 0.1% 349
2014
Q1 		$377K Sell
33,265
-2,515
-7% -$32.9K 0.12% 319
2013
Q4 		$569K Buy
35,780
+1,500
+4% +$23.4K 0.2% 177
2013
Q3 		$502K Buy
34,280
+16,640
+94% +$261K 0.2% 201
2013
Q2 		$280K Buy
+17,640
New +$253K 0.13% 351

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's SPLS Position: Q2 2017 in Review

Independent Portfolio Consultants held its Staples Inc (SPLS) position steady in Q2 2017 at 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Independent Portfolio Consultants first reported a position in SPLS in Q2 2013 and has held it in 17 quarters since. The position peaked at $569K in Q4 2013. 508 funds tracked by Wall St. Rank hold SPLS as of Q2 2017.

  • Independent Portfolio Consultants held 25 shares of Staples Inc worth $0 as of Q2 2017.
  • Independent Portfolio Consultants left its Staples Inc share count unchanged in Q2 2017.
  • Staples Inc made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #873 holding.
  • Independent Portfolio Consultants first reported a position in Staples Inc in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Staples Inc position peaked at $569K in Q4 2013.
  • 508 funds tracked by Wall St. Rank held Staples Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.