PWAG
SPLS

Polaris Wealth Advisory Group’s Staples Inc SPLS Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-11,492
Closed -$109K – 163
2015
Q4 		$109K Buy
+11,492
New +$135K 0.02% 138
2014
Q1 		– Sell
-117,514
Closed -$1.87M – 221
2013
Q4 		$1.87M Buy
117,514
+108,584
+1,216% +$1.69M 0.46% 31
2013
Q3 		$131K Buy
8,930
+6,950
+351% +$109K 0.04% 65
2013
Q2 		$31.4K Buy
+1,980
New +$28.3K 0.01% 92

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Polaris Wealth Advisory Group's SPLS Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of Staples Inc (SPLS) in Q1 2016, closing a stake of 11,492 shares — an estimated $109K sold.

Polaris Wealth Advisory Group first reported a position in SPLS in Q2 2013 and held it in 4 quarters. The position peaked at $1.87M in Q4 2013. 495 funds tracked by Wall St. Rank hold SPLS as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining Staples Inc position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 11,492 Staples Inc shares in Q1 2016, an estimated $109K.
  • Polaris Wealth Advisory Group first reported a position in Staples Inc in Q2 2013 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Staples Inc position peaked at $1.87M in Q4 2013.
  • 495 funds tracked by Wall St. Rank held Staples Inc as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.