Aris Wealth Services’s FAMILY DOLLAR STORES FDO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-273
Closed -$22K 533
2015
Q2
$22K Hold
273
0.02% 310
2015
Q1
$22K Buy
+273
New +$21.3K 0.02% 307

Other funds holding FDO

Aris Wealth Services's FDO Position: Q3 2015 in Review

Aris Wealth Services sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 273 shares — an estimated $22K sold.

Aris Wealth Services first reported a position in FDO in Q1 2015 and held it in 2 quarters. The position peaked at $22K in Q2 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • Aris Wealth Services reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 273 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $22K.
  • Aris Wealth Services first reported a position in FAMILY DOLLAR STORES in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's FAMILY DOLLAR STORES position peaked at $22K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.