LWCFA
SPLS

Loring Wolcott & Coolidge Fiduciary Advisors’s Staples Inc SPLS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q3 		– Sell
-1,150
Closed -$12K – 958
2017
Q2 		$12K Hold
1,150
– – ﹤0.01% 536
2017
Q1 		$10K Hold
1,150
– – ﹤0.01% 554
2016
Q4 		$10K Hold
1,150
– – ﹤0.01% 536
2016
Q3 		$10K Hold
1,150
– – ﹤0.01% 547
2016
Q2 		$10K Hold
1,150
– – ﹤0.01% 548
2016
Q1 		$13K Hold
1,150
– – ﹤0.01% 520
2015
Q4 		$11K Hold
1,150
– – ﹤0.01% 561
2015
Q3 		$18K Hold
1,150
– – ﹤0.01% 497
2015
Q2 		$18K Hold
1,150
– – ﹤0.01% 497
2015
Q1 		$19K Hold
1,150
– – ﹤0.01% 514
2014
Q4 		$21K Hold
1,150
– – ﹤0.01% 499
2014
Q3 		$14K Hold
1,150
– – ﹤0.01% 512
2014
Q2 		$12K Sell
1,150
-14,425
-93% -$171K ﹤0.01% 550
2014
Q1 		$177K Sell
15,575
-246
-2% -$3.21K ﹤0.01% 277
2013
Q4 		$251K Hold
15,821
– – 0.01% 239
2013
Q3 		$232K Hold
15,821
– – 0.01% 235
2013
Q2 		$251K Buy
+15,821
New +$226K 0.01% 238

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 $3.25B AUM 28.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SPLS Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 1,150 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPLS in Q2 2013 and held it in 17 quarters. The position peaked at $251K in Q4 2013. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,150 Staples Inc shares in Q3 2017, an estimated $12K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Staples Inc in Q2 2013 and held it in 17 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Staples Inc position peaked at $251K in Q4 2013.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.