TWA
SPLS

TCI Wealth Advisors’s Staples Inc SPLS Stock Holding History

TCI 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
Q1 		– Sell
-85
Closed -$1K – 1476
2016
Q4 		$1K Hold
85
– – ﹤0.01% 1338
2016
Q3 		$1K Hold
85
– – ﹤0.01% 1345
2016
Q2 		$1K Buy
+85
New +$810 ﹤0.01% 1280
2015
Q3 		– Sell
-4,000
Closed -$61K – 1075
2015
Q2 		$61K Hold
4,000
– – 0.03% 261
2015
Q1 		$65K Hold
4,000
– – 0.04% 216
2014
Q4 		$72K Hold
4,000
– – 0.04% 211
2014
Q3 		$48K Buy
+4,000
New +$46.9K 0.03% 240
2014
Q2 		– Sell
-70
Closed -$1K – 958
2014
Q1 		$1K Hold
70
– – ﹤0.01% 872
2013
Q4 		$1K Hold
70
– – ﹤0.01% 849
2013
Q3 		$1K Hold
70
– – ﹤0.01% 777
2013
Q2 		$1K Buy
+70
New +$1K ﹤0.01% 684

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's SPLS Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Staples Inc (SPLS) in Q1 2017, closing a stake of 85 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in SPLS in Q2 2013 and held it in 11 quarters. The position peaked at $72K in Q4 2014. 500 funds tracked by Wall St. Rank hold SPLS as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Staples Inc position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 85 Staples Inc shares in Q1 2017, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Staples Inc in Q2 2013 and held it in 11 quarters.
  • TCI Wealth Advisors's Staples Inc position peaked at $72K in Q4 2014.
  • 500 funds tracked by Wall St. Rank held Staples Inc as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.