WP
SPLS

WealthPLAN Partners’s Staples Inc SPLS Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$1.13K Sell
137
-137
-50% -$1.21K ﹤0.01% 892
2016
Q2 		$1.18K Buy
+274
New +$2.61K ﹤0.01% 2309
2015
Q4 		$1.3K Buy
+411
New +$4.82K ﹤0.01% 1530
2015
Q2 		– Sell
-360
Closed -$6K – 568
2015
Q1 		$6K Buy
+360
New +$6.04K ﹤0.01% 420

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

WealthPLAN Partners's SPLS Position: Q3 2016 in Review

WealthPLAN Partners reduced its Staples Inc (SPLS) stake by 50% in Q3 2016, selling an estimated $1.21K and leaving 137 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

WealthPLAN Partners first reported a position in SPLS in Q1 2015 and has held it in 4 quarters since. The position peaked at $6K in Q1 2015. 478 funds tracked by Wall St. Rank hold SPLS as of Q3 2016.

  • WealthPLAN Partners held 137 shares of Staples Inc worth $1.13K as of Q3 2016.
  • WealthPLAN Partners sold 137 Staples Inc shares in Q3 2016, an estimated $1.21K.
  • Staples Inc made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #892 holding.
  • WealthPLAN Partners first reported a position in Staples Inc in Q1 2015 and has held it in 4 quarters since.
  • WealthPLAN Partners's Staples Inc position peaked at $6K in Q1 2015.
  • 478 funds tracked by Wall St. Rank held Staples Inc as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.