Financial Engines Advisors
DG icon

Financial Engines Advisors’s Dollar General DG Stock Holding History

Financial Engines Advisors’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
2018
Q1 		– Sell
-100
Closed -$9K – 157
2017
Q4 		$9K Buy
+100
New +$8.6K ﹤0.01% 107

Other funds holding DG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors's DG Position: Q1 2018 in Review

Financial Engines Advisors sold out of Dollar General (DG) in Q1 2018, closing a stake of 100 shares — an estimated $9K sold.

Financial Engines Advisors first reported a position in DG in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 715 funds tracked by Wall St. Rank hold DG as of Q1 2018.

  • Financial Engines Advisors reported no remaining Dollar General position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 100 Dollar General shares in Q1 2018, an estimated $9K.
  • Financial Engines Advisors first reported a position in Dollar General in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Dollar General position peaked at $9K in Q4 2017.
  • 715 funds tracked by Wall St. Rank held Dollar General as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.