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Holt-Smith Advisors’s Dollar Tree DLTR Stock Holding History

Holt-Smith Advisors’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
2013
Q2 		$727K Buy
+14,298
New +$697K 1.03% 31

Other funds holding DLTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Holt-Smith Advisors's DLTR Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Dollar Tree (DLTR) in Q2 2013: 14,298 shares worth $727K. The stake represents 1.03% of the portfolio and ranks #31 among its holdings.

476 funds tracked by Wall St. Rank hold DLTR as of Q2 2013.

  • Holt-Smith Advisors held 14,298 shares of Dollar Tree worth $727K as of Q2 2013.
  • Dollar Tree was a new Holt-Smith Advisors position in Q2 2013.
  • Dollar Tree made up 1.03% of Holt-Smith Advisors's portfolio in Q2 2013, its #31 holding.
  • 476 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.