WCA
SPLS

Westover Capital Advisors’s Staples Inc SPLS Stock Holding History

Westover Capital 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
2013
Q3 		– Sell
-10,447
Closed -$166K – 73
2013
Q2 		$166K Buy
+10,447
New +$150K 0.16% 70

Other funds holding SPLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Westover Capital Advisors's SPLS Position: Q3 2013 in Review

Westover Capital Advisors sold out of Staples Inc (SPLS) in Q3 2013, closing a stake of 10,447 shares — an estimated $166K sold.

Westover Capital Advisors first reported a position in SPLS in Q2 2013 and held it in 1 quarter. The position peaked at $166K in Q2 2013. 525 funds tracked by Wall St. Rank hold SPLS as of Q3 2013.

  • Westover Capital Advisors reported no remaining Staples Inc position as of Q3 2013 after selling out during the quarter.
  • Westover Capital Advisors sold 10,447 Staples Inc shares in Q3 2013, an estimated $166K.
  • Westover Capital Advisors first reported a position in Staples Inc in Q2 2013 and held it in 1 quarter.
  • Westover Capital Advisors's Staples Inc position peaked at $166K in Q2 2013.
  • 525 funds tracked by Wall St. Rank held Staples Inc as of Q3 2013.

Based on Westover Capital Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.