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Butensky & Cohen Financial Security’s Dollar Tree DLTR Stock Holding History

Butensky & Cohen Financial Security’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
2015
Q4 		– Sell
-25
Closed -$2K – 195
2015
Q3 		$2K Buy
+25
New +$1.88K ﹤0.01% 163

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LPC
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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Butensky & Cohen Financial Security's DLTR Position: Q4 2015 in Review

Butensky & Cohen Financial Security sold out of Dollar Tree (DLTR) in Q4 2015, closing a stake of 25 shares — an estimated $2K sold.

Butensky & Cohen Financial Security first reported a position in DLTR in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 566 funds tracked by Wall St. Rank hold DLTR as of Q4 2015.

  • Butensky & Cohen Financial Security reported no remaining Dollar Tree position as of Q4 2015 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 25 Dollar Tree shares in Q4 2015, an estimated $2K.
  • Butensky & Cohen Financial Security first reported a position in Dollar Tree in Q3 2015 and held it in 1 quarter.
  • Butensky & Cohen Financial Security's Dollar Tree position peaked at $2K in Q3 2015.
  • 566 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2015.

Based on Butensky & Cohen Financial Security's 13F filing for Q4 2015, filed 26 Jan 2016.