UCFA
SPLS

United Capital Financial Advisors’s Staples Inc SPLS Stock Holding History

United Capital 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
2017
Q3 		– Sell
-39,492
Closed -$398K – 1372
2017
Q2 		$398K Buy
39,492
+161
+0.4% +$1.5K ﹤0.01% 989
2017
Q1 		$345K Buy
39,331
+2,413
+7% +$21.8K ﹤0.01% 1007
2016
Q4 		$334K Sell
36,918
-2,286
-6% -$19.9K ﹤0.01% 1019
2016
Q3 		$335K Buy
39,204
+7,753
+25% +$68.2K ﹤0.01% 1044
2016
Q2 		$283K Buy
31,451
+2,075
+7% +$19.8K ﹤0.01% 1054
2016
Q1 		$324K Buy
29,376
+4,099
+16% +$38.5K ﹤0.01% 990
2015
Q4 		$239K Sell
25,277
-1,379
-5% -$16.2K ﹤0.01% 1082
2015
Q3 		$313K Sell
26,656
-922
-3% -$13K ﹤0.01% 1046
2015
Q2 		$422K Sell
27,578
-48
-0.2% -$781 ﹤0.01% 970
2015
Q1 		$451K Buy
27,626
+11,420
+70% +$192K 0.01% 932
2014
Q4 		$294K Sell
16,206
-58,549
-78% -$817K ﹤0.01% 972
2014
Q3 		$905K Buy
74,755
+12,703
+20% +$149K 0.02% 629
2014
Q2 		$673K Buy
+62,052
New +$736K 0.01% 637

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

United Capital Financial Advisors's SPLS Position: Q3 2017 in Review

United Capital Financial Advisors sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 39,492 shares — an estimated $398K sold.

United Capital Financial Advisors first reported a position in SPLS in Q2 2014 and held it in 13 quarters. The position peaked at $905K in Q3 2014. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • United Capital Financial Advisors reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 39,492 Staples Inc shares in Q3 2017, an estimated $398K.
  • United Capital Financial Advisors first reported a position in Staples Inc in Q2 2014 and held it in 13 quarters.
  • United Capital Financial Advisors's Staples Inc position peaked at $905K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.