Kovitz Investment Group Partners
SPLS

Kovitz Investment Group Partners’s Staples Inc SPLS Stock Holding History

Kovitz Investment Group Partners’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
-48,200
Closed -$485K – 165
2017
Q2 		$485K Buy
+48,200
New +$450K 0.03% 118

Other funds holding SPLS

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RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovitz Investment Group Partners's SPLS Position: Q3 2017 in Review

Kovitz Investment Group Partners sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 48,200 shares — an estimated $485K sold.

Kovitz Investment Group Partners first reported a position in SPLS in Q2 2017 and held it in 1 quarter. The position peaked at $485K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Kovitz Investment Group Partners reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 48,200 Staples Inc shares in Q3 2017, an estimated $485K.
  • Kovitz Investment Group Partners first reported a position in Staples Inc in Q2 2017 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Staples Inc position peaked at $485K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2017, filed 14 Nov 2017.