SFA
SPLS

Sequoia Financial Advisors’s Staples Inc SPLS Stock Holding History

Sequoia Financial 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
2014
Q3 		– Sell
-14,566
Closed -$158K – 188
2014
Q2 		$158K Buy
14,566
+1,279
+10% +$15.2K 0.12% 154
2014
Q1 		$151K Buy
13,287
+1,287
+11% +$16.8K 0.13% 153
2013
Q4 		$191K Buy
+12,000
New +$187K 0.16% 144

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DL
Delta Lloyd Amsterdam, Netherlands $3.56B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Sequoia Financial Advisors's SPLS Position: Q3 2014 in Review

Sequoia Financial Advisors sold out of Staples Inc (SPLS) in Q3 2014, closing a stake of 14,566 shares — an estimated $158K sold.

Sequoia Financial Advisors first reported a position in SPLS in Q4 2013 and held it in 3 quarters. The position peaked at $191K in Q4 2013. 506 funds tracked by Wall St. Rank hold SPLS as of Q3 2014.

  • Sequoia Financial Advisors reported no remaining Staples Inc position as of Q3 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 14,566 Staples Inc shares in Q3 2014, an estimated $158K.
  • Sequoia Financial Advisors first reported a position in Staples Inc in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's Staples Inc position peaked at $191K in Q4 2013.
  • 506 funds tracked by Wall St. Rank held Staples Inc as of Q3 2014.

Based on Sequoia Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.