BTIS
DLTR icon

BB&T Investment Services’s Dollar Tree DLTR Stock Holding History

BB&T Investment Services’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
Q4 		$20K Hold
192
– – ﹤0.01% 792
2017
Q3 		$17K Hold
192
– – ﹤0.01% 751
2017
Q2 		$13K Buy
192
+180
+1,500% +$13.9K ﹤0.01% 734
2017
Q1 		$1K Buy
+12
New +$922 ﹤0.01% 979

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BB&T Investment Services's DLTR Position: Q4 2017 in Review

BB&T Investment Services held its Dollar Tree (DLTR) position steady in Q4 2017 at 192 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

BB&T Investment Services first reported a position in DLTR in Q1 2017 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold DLTR as of Q4 2017.

  • BB&T Investment Services held 192 shares of Dollar Tree worth $20K as of Q4 2017.
  • BB&T Investment Services left its Dollar Tree share count unchanged in Q4 2017.
  • Dollar Tree made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #792 holding.
  • BB&T Investment Services first reported a position in Dollar Tree in Q1 2017 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.