IWMPD
FDO

Integrated Wealth Management (Palm Desert)’s FAMILY DOLLAR STORES FDO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-100
Closed -$8K – 1462
2015
Q2 		$8K Hold
100
– – ﹤0.01% 858
2015
Q1 		$7K Buy
+100
New +$7.8K ﹤0.01% 871

Other funds holding FDO

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

Integrated Wealth Management (Palm Desert)'s FDO Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 100 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FDO in Q1 2015 and held it in 2 quarters. The position peaked at $8K in Q2 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in FAMILY DOLLAR STORES in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s FAMILY DOLLAR STORES position peaked at $8K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.