Gary Goldberg Planning Services’s FAMILY DOLLAR STORES FDO Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$12K	Buy	155 +1	+0.6%	+$78	0.01%	342
2014 Q3	$12K	Buy	154 +1	+0.7%	+$74	0.01%	367
2014 Q2	$10K	Buy	153 +1	+0.7%	+$60	﹤0.01%	354
2014 Q1	$9K	Hold	152	–	–	﹤0.01%	341
2013 Q4	$10K	Buy	152 +1	+0.7%	+$68	0.01%	292
2013 Q3	$11K	Hold	151	–	–	0.01%	287
2013 Q2	$9K	Buy	+151	New	+$9.36K	0.01%	311

Other funds holding FDO

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BIT

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Gary Goldberg Planning Services's FDO Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its FAMILY DOLLAR STORES (FDO) stake by 0.65% in Q4 2014, buying an estimated $78 and bringing the position to 155 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #342.

Gary Goldberg Planning Services first reported a position in FDO in Q2 2013 and has held it in 7 quarters since. 377 funds tracked by Wall St. Rank hold FDO as of Q4 2014.

Gary Goldberg Planning Services held 155 shares of FAMILY DOLLAR STORES worth $12K as of Q4 2014.
Gary Goldberg Planning Services bought 1 FAMILY DOLLAR STORES share in Q4 2014, an estimated $78.
FAMILY DOLLAR STORES made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #342 holding.
Gary Goldberg Planning Services first reported a position in FAMILY DOLLAR STORES in Q2 2013 and has held it in 7 quarters since.
377 funds tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.