First Personal Financial Services’s Dollar Tree DLTR Stock Holding History

First Personal Financial Services’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
2019 Q4	–	Sell	-1,227	Closed	-$140K	–	544
2019 Q3	$140K	Hold	1,227	–	–	0.04%	153
2019 Q2	$132K	Buy	1,227 +13	+1%	+$1.37K	0.04%	195
2019 Q1	$128K	Hold	1,214	–	–	0.04%	186
2018 Q4	$110K	Hold	1,214	–	–	0.04%	191
2018 Q3	$99K	Buy	1,214 +822	+210%	+$72.2K	0.03%	210
2018 Q2	$33K	Sell	392 -1,147	-75%	-$106K	0.01%	332
2018 Q1	$146K	Hold	1,539	–	–	0.03%	244
2017 Q4	$165K	Buy	+1,539	New	+$150K	0.03%	266
2016 Q3	–	Sell	-21	Closed	-$2K	–	815
2016 Q2	$2K	Buy	+21	New	+$1.78K	﹤0.01%	754

Other funds holding DLTR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Personal Financial Services's DLTR Position: Q4 2019 in Review

First Personal Financial Services sold out of Dollar Tree (DLTR) in Q4 2019, closing a stake of 1,227 shares — an estimated $140K sold.

First Personal Financial Services first reported a position in DLTR in Q2 2016 and held it in 9 quarters. The position peaked at $165K in Q4 2017. 720 funds tracked by Wall St. Rank hold DLTR as of Q4 2019.

First Personal Financial Services reported no remaining Dollar Tree position as of Q4 2019 after selling out during the quarter.
First Personal Financial Services sold 1,227 Dollar Tree shares in Q4 2019, an estimated $140K.
First Personal Financial Services first reported a position in Dollar Tree in Q2 2016 and held it in 9 quarters.
First Personal Financial Services's Dollar Tree position peaked at $165K in Q4 2017.
720 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.