M&R Capital Management’s Dollar Tree DLTR Stock Holding History

M&R Capital Management’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 Q4	–	Sell	-19	Closed	-$1K	–	539
2017 Q3	$1K	Buy	+19	New	+$1.45K	﹤0.01%	532

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

M&R Capital Management's DLTR Position: Q4 2017 in Review

M&R Capital Management sold out of Dollar Tree (DLTR) in Q4 2017, closing a stake of 19 shares — an estimated $1K sold.

M&R Capital Management first reported a position in DLTR in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 691 funds tracked by Wall St. Rank hold DLTR as of Q4 2017.

M&R Capital Management reported no remaining Dollar Tree position as of Q4 2017 after selling out during the quarter.
M&R Capital Management sold 19 Dollar Tree shares in Q4 2017, an estimated $1K.
M&R Capital Management first reported a position in Dollar Tree in Q3 2017 and held it in 1 quarter.
M&R Capital Management's Dollar Tree position peaked at $1K in Q3 2017.
691 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2017.

Based on M&R Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.