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 $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.02T AUM 30.18% 1-Year Est. Return