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Mascoma Wealth Management’s Staples Inc SPLS Stock Holding History

Mascoma Wealth Management’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
-6,460
Closed -$65K – 438
2017
Q2 		$65K Buy
6,460
+6,200
+2,385% +$57.9K 0.04% 138
2017
Q1 		$2K Hold
260
– – ﹤0.01% 346
2016
Q4 		$2K Buy
+260
New +$2.27K ﹤0.01% 353

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mascoma Wealth Management's SPLS Position: Q3 2017 in Review

Mascoma Wealth Management sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 6,460 shares — an estimated $65K sold.

Mascoma Wealth Management first reported a position in SPLS in Q4 2016 and held it in 3 quarters. The position peaked at $65K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Mascoma Wealth Management reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 6,460 Staples Inc shares in Q3 2017, an estimated $65K.
  • Mascoma Wealth Management first reported a position in Staples Inc in Q4 2016 and held it in 3 quarters.
  • Mascoma Wealth Management's Staples Inc position peaked at $65K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Mascoma Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.