MFW
SPLS icon

Mosaic Family Wealth’s Staples Inc SPLS Stock Holding History

Mosaic Family Wealth’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
2016
Q4 		– Sell
-88
Closed -$1K – 779
2016
Q3 		$1K Hold
88
– – ﹤0.01% 745
2016
Q2 		$1K Hold
88
– – ﹤0.01% 782
2016
Q1 		$0 Hold
88
– – ﹤0.01% 877
2015
Q4 		$0 Buy
+88
New +$1.03K ﹤0.01% 799

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return

Mosaic Family Wealth's SPLS Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Staples Inc (SPLS) in Q4 2016, closing a stake of 88 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in SPLS in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 509 funds tracked by Wall St. Rank hold SPLS as of Q4 2016.

  • Mosaic Family Wealth reported no remaining Staples Inc position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 88 Staples Inc shares in Q4 2016, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Staples Inc in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's Staples Inc position peaked at $1K in Q3 2016.
  • 509 funds tracked by Wall St. Rank held Staples Inc as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.