Apriem Advisors’s Dollar Tree DLTR Stock Holding History

Apriem Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-28	Closed	-$2K	–	237
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	586
2016 Q4	$2K	Buy	+28	New	+$2.25K	﹤0.01%	617

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Apriem Advisors's DLTR Position: Q2 2017 in Review

Apriem Advisors sold out of Dollar Tree (DLTR) in Q2 2017, closing a stake of 28 shares — an estimated $2K sold.

Apriem Advisors first reported a position in DLTR in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 590 funds tracked by Wall St. Rank hold DLTR as of Q2 2017.

Apriem Advisors reported no remaining Dollar Tree position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 28 Dollar Tree shares in Q2 2017, an estimated $2K.
Apriem Advisors first reported a position in Dollar Tree in Q4 2016 and held it in 2 quarters.
Apriem Advisors's Dollar Tree position peaked at $2K in Q1 2017.
590 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.