MSFP
SPLS

Mark Sheptoff Financial Planning’s Staples Inc SPLS Stock Holding History

Mark Sheptoff Financial Planning’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
-212
Closed -$2K – 404
2017
Q2 		$2K Sell
212
-1
-0.5% -$9 ﹤0.01% 346
2017
Q1 		$2K Buy
213
+1
+0.5% +$9 ﹤0.01% 346
2016
Q4 		$2K Hold
212
– – ﹤0.01% 334
2016
Q3 		$2K Hold
212
– – ﹤0.01% 332
2016
Q2 		$2K Hold
212
– – ﹤0.01% 326
2016
Q1 		$2K Hold
212
– – ﹤0.01% 324
2015
Q4 		$2K Hold
212
– – ﹤0.01% 342
2015
Q3 		$2K Hold
212
– – ﹤0.01% 361
2015
Q2 		$3K Hold
212
– – ﹤0.01% 321
2015
Q1 		$3K Buy
+212
New +$3.56K ﹤0.01% 310

Other funds holding SPLS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $374B AUM 17.66% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPLS Position: Q3 2017 in Review

Mark Sheptoff Financial Planning sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 212 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in SPLS in Q1 2015 and held it in 10 quarters. The position peaked at $3K in Q2 2015. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Mark Sheptoff Financial Planning reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 212 Staples Inc shares in Q3 2017, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Staples Inc in Q1 2015 and held it in 10 quarters.
  • Mark Sheptoff Financial Planning's Staples Inc position peaked at $3K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2017, filed 9 Nov 2017.