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Windsor Capital Management’s Staples Inc SPLS Stock Holding History

Windsor Capital Management’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
2014
Q1 		– Sell
-549
Closed -$9K – 385
2013
Q4 		$9K Buy
549
+4
+0.7% +$62 0.01% 348
2013
Q3 		$8K Buy
+545
New +$8.55K ﹤0.01% 363

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 $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Windsor Capital Management's SPLS Position: Q1 2014 in Review

Windsor Capital Management sold out of Staples Inc (SPLS) in Q1 2014, closing a stake of 549 shares — an estimated $9K sold.

Windsor Capital Management first reported a position in SPLS in Q3 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2013. 526 funds tracked by Wall St. Rank hold SPLS as of Q1 2014.

  • Windsor Capital Management reported no remaining Staples Inc position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 549 Staples Inc shares in Q1 2014, an estimated $9K.
  • Windsor Capital Management first reported a position in Staples Inc in Q3 2013 and held it in 2 quarters.
  • Windsor Capital Management's Staples Inc position peaked at $9K in Q4 2013.
  • 526 funds tracked by Wall St. Rank held Staples Inc as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.