RWA
SPLS

Ropes Wealth Advisors’s Staples Inc SPLS Stock Holding History

Ropes Wealth Advisors’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
-112,241
Closed -$1.13M – 737
2017
Q2 		$1.13M Buy
112,241
+28,246
+34% +$264K 0.32% 69
2017
Q1 		$737K Buy
83,995
+8,388
+11% +$75.6K 0.21% 102
2016
Q4 		$684K Hold
75,607
– – 0.21% 94
2016
Q3 		$646K Buy
75,607
+7,029
+10% +$61.8K 0.22% 90
2016
Q2 		$591K Buy
68,578
+16,058
+31% +$153K 0.21% 98
2016
Q1 		$579K Buy
52,520
+2,810
+6% +$26.4K 0.26% 74
2015
Q4 		$471K Hold
49,710
– – 0.21% 80
2015
Q3 		$583K Buy
49,710
+1,438
+3% +$20.2K 0.31% 59
2015
Q2 		$739K Buy
48,272
+11,610
+32% +$189K 0.4% 54
2015
Q1 		$597K Buy
+36,662
New +$616K 0.31% 65

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 $3.75B AUM 46.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ropes Wealth Advisors's SPLS Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 112,241 shares — an estimated $1.13M sold.

Ropes Wealth Advisors first reported a position in SPLS in Q1 2015 and held it in 10 quarters. The position peaked at $1.13M in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Ropes Wealth Advisors reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 112,241 Staples Inc shares in Q3 2017, an estimated $1.13M.
  • Ropes Wealth Advisors first reported a position in Staples Inc in Q1 2015 and held it in 10 quarters.
  • Ropes Wealth Advisors's Staples Inc position peaked at $1.13M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.