OIA
FDO

Optimum Investment Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History

Optimum Investment Advisors’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
2014
Q4 		– Sell
-200
Closed -$15K – 1047
2014
Q3 		$15K Hold
200
– – 0.01% 701
2014
Q2 		$13K Hold
200
– – ﹤0.01% 743
2014
Q1 		$12K Sell
200
-850
-81% -$53.7K ﹤0.01% 582
2013
Q4 		$68K Hold
1,050
– – 0.03% 348
2013
Q3 		$76K Buy
+1,050
New +$73.8K 0.03% 310

Other funds holding FDO

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Optimum Investment Advisors's FDO Position: Q4 2014 in Review

Optimum Investment Advisors sold out of FAMILY DOLLAR STORES (FDO) in Q4 2014, closing a stake of 200 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in FDO in Q3 2013 and held it in 5 quarters. The position peaked at $76K in Q3 2013. 377 funds tracked by Wall St. Rank hold FDO as of Q4 2014.

  • Optimum Investment Advisors reported no remaining FAMILY DOLLAR STORES position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 FAMILY DOLLAR STORES shares in Q4 2014, an estimated $15K.
  • Optimum Investment Advisors first reported a position in FAMILY DOLLAR STORES in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's FAMILY DOLLAR STORES position peaked at $76K in Q3 2013.
  • 377 funds tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.