IPC
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Independent Portfolio Consultants’s Dollar Tree DLTR Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$130K Buy
1,860
+285
+18% +$22K 0.05% 375
2017
Q1 		$124K Buy
1,575
+750
+91% +$57.6K 0.04% 403
2016
Q4 		$64K Buy
+825
New +$66.4K 0.02% 507

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Independent Portfolio Consultants's DLTR Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Dollar Tree (DLTR) stake by 18% in Q2 2017, buying an estimated $22K and bringing the position to 1,860 shares worth $130K. The position accounts for 0.05% of the portfolio, ranked #375.

Independent Portfolio Consultants first reported a position in DLTR in Q4 2016 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold DLTR as of Q2 2017.

  • Independent Portfolio Consultants held 1,860 shares of Dollar Tree worth $130K as of Q2 2017.
  • Independent Portfolio Consultants bought 285 Dollar Tree shares in Q2 2017, an estimated $22K.
  • Dollar Tree made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #375 holding.
  • Independent Portfolio Consultants first reported a position in Dollar Tree in Q4 2016 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.