JP Morgan Private Wealth Advisors
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JP Morgan Private Wealth Advisors’s Staples Inc SPLS Stock Holding History

JP Morgan Private Wealth 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
2015
Q2 		– Sell
-13,050
Closed -$213K – 1199
2015
Q1 		$213K Buy
13,050
+1,337
+11% +$22.4K ﹤0.01% 1020
2014
Q4 		$212K Sell
11,713
-3,290
-22% -$45.9K ﹤0.01% 979
2014
Q3 		$182K Buy
+15,003
New +$176K ﹤0.01% 994
2014
Q2 		– Sell
-17,245
Closed -$196K – 957
2014
Q1 		$196K Buy
17,245
+4,584
+36% +$59.9K ﹤0.01% 816
2013
Q4 		$201K Sell
12,661
-2,607
-17% -$40.6K ﹤0.01% 617
2013
Q3 		$224K Buy
+15,268
New +$239K 0.01% 574

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 $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 $3.38T AUM 44.17% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SPLS Position: Q2 2015 in Review

JP Morgan Private Wealth Advisors sold out of Staples Inc (SPLS) in Q2 2015, closing a stake of 13,050 shares — an estimated $213K sold.

JP Morgan Private Wealth Advisors first reported a position in SPLS in Q3 2013 and held it in 6 quarters. The position peaked at $224K in Q3 2013. 523 funds tracked by Wall St. Rank hold SPLS as of Q2 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Staples Inc position as of Q2 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,050 Staples Inc shares in Q2 2015, an estimated $213K.
  • JP Morgan Private Wealth Advisors first reported a position in Staples Inc in Q3 2013 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Staples Inc position peaked at $224K in Q3 2013.
  • 523 funds tracked by Wall St. Rank held Staples Inc as of Q2 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.