SPIA
SPLS

Steward Partners Investment Advisory’s Staples Inc SPLS Stock Holding History

Steward Partners Investment Advisory’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
-520
Closed -$5K – 1849
2017
Q2 		$5K Buy
520
+6
+1% +$56 ﹤0.01% 1254
2017
Q1 		$4K Buy
514
+7
+1% +$63 ﹤0.01% 1207
2016
Q4 		$4K Buy
+507
New +$4.42K ﹤0.01% 702

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

Steward Partners Investment Advisory's SPLS Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 520 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in SPLS in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 520 Staples Inc shares in Q3 2017, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in Staples Inc in Q4 2016 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Staples Inc position peaked at $5K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.