BTW
FDO

Boston Trust Walden’s FAMILY DOLLAR STORES FDO Stock Holding History

Boston Trust Walden’s Portfolio FDO Stock Details FDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-31,175
Closed -$2.06M – 346
2014
Q2 		$2.06M Hold
31,175
– – 0.03% 234
2014
Q1 		$1.81M Buy
31,175
+4,525
+17% +$286K 0.03% 234
2013
Q4 		$1.73M Buy
26,650
+850
+3% +$58.2K 0.03% 234
2013
Q3 		$1.86M Sell
25,800
-275
-1% -$19.3K 0.03% 228
2013
Q2 		$1.63M Buy
+26,075
New +$1.62M 0.03% 222

Other funds holding FDO

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Boston Trust Walden's FDO Position: Q3 2014 in Review

Boston Trust Walden sold out of FAMILY DOLLAR STORES (FDO) in Q3 2014, closing a stake of 31,175 shares — an estimated $2.06M sold.

Boston Trust Walden first reported a position in FDO in Q2 2013 and held it in 5 quarters. The position peaked at $2.06M in Q2 2014. 378 funds tracked by Wall St. Rank hold FDO as of Q3 2014.

  • Boston Trust Walden reported no remaining FAMILY DOLLAR STORES position as of Q3 2014 after selling out during the quarter.
  • Boston Trust Walden sold 31,175 FAMILY DOLLAR STORES shares in Q3 2014, an estimated $2.06M.
  • Boston Trust Walden first reported a position in FAMILY DOLLAR STORES in Q2 2013 and held it in 5 quarters.
  • Boston Trust Walden's FAMILY DOLLAR STORES position peaked at $2.06M in Q2 2014.
  • 378 funds tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2014.

Based on Boston Trust Walden's 13F filing for Q3 2014, filed 23 Oct 2014.