BFA
FDO

Bragg Financial Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History

Bragg Financial Advisors’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
2015
Q3 		– Sell
-5,825
Closed -$459K – 234
2015
Q2 		$459K Hold
5,825
– – 0.11% 187
2015
Q1 		$462K Hold
5,825
– – 0.11% 186
2014
Q4 		$461K Hold
5,825
– – 0.11% 180
2014
Q3 		$450K Hold
5,825
– – 0.11% 180
2014
Q2 		$385K Sell
5,825
-356
-6% -$21.5K 0.09% 194
2014
Q1 		$359K Sell
6,181
-470
-7% -$29.7K 0.09% 197
2013
Q4 		$432K Sell
6,651
-254
-4% -$17.4K 0.1% 191
2013
Q3 		$497K Hold
6,905
– – 0.13% 175
2013
Q2 		$430K Buy
+6,905
New +$428K 0.12% 181

Other funds holding FDO

SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Bragg Financial Advisors's FDO Position: Q3 2015 in Review

Bragg Financial Advisors sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 5,825 shares — an estimated $459K sold.

Bragg Financial Advisors first reported a position in FDO in Q2 2013 and held it in 9 quarters. The position peaked at $497K in Q3 2013. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • Bragg Financial Advisors reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • Bragg Financial Advisors sold 5,825 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $459K.
  • Bragg Financial Advisors first reported a position in FAMILY DOLLAR STORES in Q2 2013 and held it in 9 quarters.
  • Bragg Financial Advisors's FAMILY DOLLAR STORES position peaked at $497K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Bragg Financial Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.