Forvis Mazars Wealth Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History

Forvis Mazars Wealth Advisors’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	-3,079	Closed	-$243K	–	204
2015 Q2	$243K	Hold	3,079	–	–	0.04%	162
2015 Q1	$244K	Buy	3,079 +3	+0.1%	+$234	0.04%	163
2014 Q4	$244K	Hold	3,076	–	–	0.04%	141
2014 Q3	$238K	Hold	3,076	–	–	0.04%	124
2014 Q2	$203K	Buy	+3,076	New	+$185K	0.03%	141
2014 Q1	–	Sell	-3,083	Closed	-$200K	–	158
2013 Q4	$200K	Buy	3,083 +7	+0.2%	+$479	0.04%	151
2013 Q3	$222K	Buy	+3,076	New	+$216K	0.05%	136

Other funds holding FDO

SAM

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

Forvis Mazars Wealth Advisors's FDO Position: Q3 2015 in Review

Forvis Mazars Wealth Advisors sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 3,079 shares — an estimated $243K sold.

Forvis Mazars Wealth Advisors first reported a position in FDO in Q3 2013 and held it in 7 quarters. The position peaked at $244K in Q1 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

Forvis Mazars Wealth Advisors reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 3,079 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $243K.
Forvis Mazars Wealth Advisors first reported a position in FAMILY DOLLAR STORES in Q3 2013 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's FAMILY DOLLAR STORES position peaked at $244K in Q1 2015.
1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.