Wealthspire Advisors (Maryland)’s Staples Inc SPLS Stock Holding History

Wealthspire Advisors (Maryland)’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	-721	Closed	-$7K	–	2653
2017 Q2	$7K	Buy	721 +293	+68%	+$2.74K	﹤0.01%	1691
2017 Q1	$4K	Buy	428 +358	+511%	+$3.23K	﹤0.01%	1604
2016 Q4	$1K	Buy	70 +1	+1%	+$9	﹤0.01%	1737
2016 Q3	$1K	Sell	69 -222	-76%	-$1.95K	﹤0.01%	1715
2016 Q2	$3K	Buy	291 +182	+167%	+$1.73K	﹤0.01%	1481
2016 Q1	$1K	Buy	109 +69	+173%	+$649	﹤0.01%	1726
2015 Q4	$0	Buy	+40	New	+$469	﹤0.01%	1846

Other funds holding SPLS

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPLS Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 721 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in SPLS in Q4 2015 and held it in 7 quarters. The position peaked at $7K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

Wealthspire Advisors (Maryland) reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 721 Staples Inc shares in Q3 2017, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Staples Inc in Q4 2015 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Staples Inc position peaked at $7K in Q2 2017.
4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.