EWM
FDO

Evercore Wealth Management’s FAMILY DOLLAR STORES FDO Stock Holding History

Evercore Wealth Management’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
-681
Closed -$54K – 1110
2015
Q2 		$54K Hold
681
– – ﹤0.01% 624
2015
Q1 		$54K Hold
681
– – ﹤0.01% 617
2014
Q4 		$54K Hold
681
– – ﹤0.01% 547
2014
Q3 		$52K Hold
681
– – ﹤0.01% 608
2014
Q2 		$45K Buy
681
+419
+160% +$25.3K ﹤0.01% 629
2014
Q1 		$16K Hold
262
– – ﹤0.01% 775
2013
Q4 		$18K Sell
262
-159
-38% -$10.9K ﹤0.01% 699
2013
Q3 		$29K Buy
421
+29
+7% +$2.04K ﹤0.01% 635
2013
Q2 		$24K Buy
+392
New +$24.3K ﹤0.01% 638

Other funds holding FDO

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

Evercore Wealth Management's FDO Position: Q3 2015 in Review

Evercore Wealth Management sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 681 shares — an estimated $54K sold.

Evercore Wealth Management first reported a position in FDO in Q2 2013 and held it in 9 quarters. The position peaked at $54K in Q2 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • Evercore Wealth Management reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 681 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $54K.
  • Evercore Wealth Management first reported a position in FAMILY DOLLAR STORES in Q2 2013 and held it in 9 quarters.
  • Evercore Wealth Management's FAMILY DOLLAR STORES position peaked at $54K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.