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Clarfeld Financial Advisors’s Dollar Tree DLTR Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$8K Buy
+86
New +$7.26K 0.01% 256

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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clarfeld Financial Advisors's DLTR Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Dollar Tree (DLTR) in Q4 2018: 86 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings.

697 funds tracked by Wall St. Rank hold DLTR as of Q4 2018.

  • Clarfeld Financial Advisors held 86 shares of Dollar Tree worth $8K as of Q4 2018.
  • Dollar Tree was a new Clarfeld Financial Advisors position in Q4 2018.
  • Dollar Tree made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #256 holding.
  • 697 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.