MIS
SPLS

Morningstar Investment Services’s Staples Inc SPLS Stock Holding History

Morningstar Investment Services’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
2013
Q3 		– Sell
-18,726
Closed -$297K – 210
2013
Q2 		$297K Buy
+18,726
New +$268K 0.03% 176

Other funds holding SPLS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morningstar Investment Services's SPLS Position: Q3 2013 in Review

Morningstar Investment Services sold out of Staples Inc (SPLS) in Q3 2013, closing a stake of 18,726 shares — an estimated $297K sold.

Morningstar Investment Services first reported a position in SPLS in Q2 2013 and held it in 1 quarter. The position peaked at $297K in Q2 2013. 525 funds tracked by Wall St. Rank hold SPLS as of Q3 2013.

  • Morningstar Investment Services reported no remaining Staples Inc position as of Q3 2013 after selling out during the quarter.
  • Morningstar Investment Services sold 18,726 Staples Inc shares in Q3 2013, an estimated $297K.
  • Morningstar Investment Services first reported a position in Staples Inc in Q2 2013 and held it in 1 quarter.
  • Morningstar Investment Services's Staples Inc position peaked at $297K in Q2 2013.
  • 525 funds tracked by Wall St. Rank held Staples Inc as of Q3 2013.

Based on Morningstar Investment Services's 13F filing for Q3 2013, filed 12 Nov 2013.