PFGIA
SPLS

Patriot Financial Group Insurance Agency’s Staples Inc SPLS Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,859
Closed -$19K – 969
2017
Q2 		$19K Buy
1,859
+23
+1% +$215 0.02% 405
2017
Q1 		$18K Hold
1,836
– – 0.02% 391
2016
Q4 		$17K Buy
+1,836
New +$16K 0.02% 383

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

Patriot Financial Group Insurance Agency's SPLS Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 1,859 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in SPLS in Q4 2016 and held it in 3 quarters. The position peaked at $19K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,859 Staples Inc shares in Q3 2017, an estimated $19K.
  • Patriot Financial Group Insurance Agency first reported a position in Staples Inc in Q4 2016 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Staples Inc position peaked at $19K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.