Wealth Enhancement Advisory Services
SPLS

Wealth Enhancement Advisory Services’s Staples Inc SPLS Stock Holding History

Wealth Enhancement Advisory Services’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
2015
Q2 		– Sell
-59,661
Closed -$972K – 128
2015
Q1 		$972K Buy
59,661
+4,725
+9% +$79.3K 0.37% 46
2014
Q4 		$995K Buy
+54,936
New +$767K 0.39% 43

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPLS Position: Q2 2015 in Review

Wealth Enhancement Advisory Services sold out of Staples Inc (SPLS) in Q2 2015, closing a stake of 59,661 shares — an estimated $972K sold.

Wealth Enhancement Advisory Services first reported a position in SPLS in Q4 2014 and held it in 2 quarters. The position peaked at $995K in Q4 2014. 523 funds tracked by Wall St. Rank hold SPLS as of Q2 2015.

  • Wealth Enhancement Advisory Services reported no remaining Staples Inc position as of Q2 2015 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 59,661 Staples Inc shares in Q2 2015, an estimated $972K.
  • Wealth Enhancement Advisory Services first reported a position in Staples Inc in Q4 2014 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Staples Inc position peaked at $995K in Q4 2014.
  • 523 funds tracked by Wall St. Rank held Staples Inc as of Q2 2015.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2015, filed 27 Jul 2015.