Edge Wealth Management’s Dollar General DG Stock Holding History

Edge Wealth Management’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-18	Closed	-$1K	–	342
2013 Q2	$1K	Buy	+18	New	+$933	﹤0.01%	302

Other funds holding DG

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edge Wealth Management's DG Position: Q3 2013 in Review

Edge Wealth Management sold out of Dollar General (DG) in Q3 2013, closing a stake of 18 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in DG in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 452 funds tracked by Wall St. Rank hold DG as of Q3 2013.

Edge Wealth Management reported no remaining Dollar General position as of Q3 2013 after selling out during the quarter.
Edge Wealth Management sold 18 Dollar General shares in Q3 2013, an estimated $1K.
Edge Wealth Management first reported a position in Dollar General in Q2 2013 and held it in 1 quarter.
Edge Wealth Management's Dollar General position peaked at $1K in Q2 2013.
452 funds tracked by Wall St. Rank held Dollar General as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.