DCLA
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Douglas C. Lane & Associates’s Dollar Tree DLTR Stock Holding History

Douglas C. Lane & Associates’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
Q2 		– Sell
-2,594
Closed -$210K – 237
2015
Q1 		$210K Buy
+2,594
New +$197K 0.01% 225

Other funds holding DLTR

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Douglas C. Lane & Associates's DLTR Position: Q2 2015 in Review

Douglas C. Lane & Associates sold out of Dollar Tree (DLTR) in Q2 2015, closing a stake of 2,594 shares — an estimated $210K sold.

Douglas C. Lane & Associates first reported a position in DLTR in Q1 2015 and held it in 1 quarter. The position peaked at $210K in Q1 2015. 566 funds tracked by Wall St. Rank hold DLTR as of Q2 2015.

  • Douglas C. Lane & Associates reported no remaining Dollar Tree position as of Q2 2015 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 2,594 Dollar Tree shares in Q2 2015, an estimated $210K.
  • Douglas C. Lane & Associates first reported a position in Dollar Tree in Q1 2015 and held it in 1 quarter.
  • Douglas C. Lane & Associates's Dollar Tree position peaked at $210K in Q1 2015.
  • 566 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q2 2015, filed 21 Jul 2015.