MHS
FDO

M Holdings Securities’s FAMILY DOLLAR STORES FDO Stock Holding History

M Holdings Securities’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
-4,000
Closed -$315K – 209
2015
Q2 		$315K Hold
4,000
– – 0.21% 131
2015
Q1 		$317K Buy
+4,000
New +$312K 0.21% 135

Other funds holding FDO

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

M Holdings Securities's FDO Position: Q3 2015 in Review

M Holdings Securities sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 4,000 shares — an estimated $315K sold.

M Holdings Securities first reported a position in FDO in Q1 2015 and held it in 2 quarters. The position peaked at $317K in Q1 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • M Holdings Securities reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • M Holdings Securities sold 4,000 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $315K.
  • M Holdings Securities first reported a position in FAMILY DOLLAR STORES in Q1 2015 and held it in 2 quarters.
  • M Holdings Securities's FAMILY DOLLAR STORES position peaked at $317K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on M Holdings Securities's 13F filing for Q3 2015, filed 17 Nov 2015.