WA
SPLS

WFG Advisors’s Staples Inc SPLS Stock Holding History

WFG 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
2016
Q4 		– Sell
-17
Closed – – 1864
2016
Q3 		$0 Hold
17
– – ﹤0.01% 1791
2016
Q2 		$0 Hold
17
– – ﹤0.01% 1803
2016
Q1 		$0 Buy
17
+1
+6% +$9 ﹤0.01% 1801
2015
Q4 		$0 Hold
16
– – ﹤0.01% 1770
2015
Q3 		$0 Hold
16
– – ﹤0.01% 1824
2015
Q2 		$0 Sell
16
-116
-88% -$1.89K ﹤0.01% 1923
2015
Q1 		$2K Sell
132
-59
-31% -$991 ﹤0.01% 1603
2014
Q4 		$3K Buy
191
+1
+0.5% +$14 ﹤0.01% 1817
2014
Q3 		$2K Buy
190
+114
+150% +$1.34K ﹤0.01% 1938
2014
Q2 		$1K Sell
76
-255
-77% -$3.02K ﹤0.01% 1972
2014
Q1 		$4K Sell
331
-232
-41% -$3.03K ﹤0.01% 1711
2013
Q4 		$9K Buy
563
+1
+0.2% +$16 ﹤0.01% 1630
2013
Q3 		$8K Buy
562
+53
+10% +$831 ﹤0.01% 1624
2013
Q2 		$8K Buy
+509
New +$7.29K ﹤0.01% 1557

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 $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return