PFM
SPLS

Peak Financial Management’s Staples Inc SPLS Stock Holding History

Peak Financial 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
-11,129
Closed -$112K – 51
2017
Q2 		$112K Hold
11,129
– – 0.04% 45
2017
Q1 		$98K Hold
11,129
– – 0.04% 44
2016
Q4 		$101K Hold
11,129
– – 0.04% 39
2016
Q3 		$95K Hold
11,129
– – 0.04% 30
2016
Q2 		$96K Buy
+11,129
New +$106K 0.04% 34

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

Peak Financial Management's SPLS Position: Q3 2017 in Review

Peak Financial Management sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 11,129 shares — an estimated $112K sold.

Peak Financial Management first reported a position in SPLS in Q2 2016 and held it in 5 quarters. The position peaked at $112K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Peak Financial Management reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Peak Financial Management sold 11,129 Staples Inc shares in Q3 2017, an estimated $112K.
  • Peak Financial Management first reported a position in Staples Inc in Q2 2016 and held it in 5 quarters.
  • Peak Financial Management's Staples Inc position peaked at $112K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Peak Financial Management's 13F filing for Q3 2017, filed 30 Oct 2017.