YWP
SPLS

YorkBridge Wealth Partners’s Staples Inc SPLS Stock Holding History

YorkBridge Wealth 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
2017
Q3 		– Sell
-975
Closed -$10K – 949
2017
Q2 		$10K Hold
975
– – 0.01% 638
2017
Q1 		$10K Hold
975
– – 0.01% 628
2016
Q4 		$10K Buy
+975
New +$8.5K 0.01% 602

Other funds holding SPLS

DekaBank Deutsche Girozentrale
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

YorkBridge Wealth Partners's SPLS Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 975 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in SPLS in Q4 2016 and held it in 3 quarters. The position peaked at $10K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 975 Staples Inc shares in Q3 2017, an estimated $10K.
  • YorkBridge Wealth Partners first reported a position in Staples Inc in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Staples Inc position peaked at $10K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.