PHAM
FDO

Palisades Hudson Asset Management’s FAMILY DOLLAR STORES FDO Stock Holding History

Palisades Hudson Asset Management’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
-6,527
Closed -$515K – 95
2015
Q2 		$515K Sell
6,527
-356
-5% -$28.1K 0.44% 26
2015
Q1 		$545K Hold
6,883
– – 0.42% 27
2014
Q4 		$545K Hold
6,883
– – 0.43% 26
2014
Q3 		$532K Hold
6,883
– – 0.44% 26
2014
Q2 		$455K Hold
6,883
– – 0.38% 26
2014
Q1 		$399K Hold
6,883
– – 0.34% 29
2013
Q4 		$447K Hold
6,883
– – 0.37% 26
2013
Q3 		$496K Hold
6,883
– – 0.45% 19
2013
Q2 		$429K Buy
+6,883
New +$427K 0.41% 24

Other funds holding FDO

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

Palisades Hudson Asset Management's FDO Position: Q3 2015 in Review

Palisades Hudson Asset Management sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 6,527 shares — an estimated $515K sold.

Palisades Hudson Asset Management first reported a position in FDO in Q2 2013 and held it in 9 quarters. The position peaked at $545K in Q1 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • Palisades Hudson Asset Management reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 6,527 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $515K.
  • Palisades Hudson Asset Management first reported a position in FAMILY DOLLAR STORES in Q2 2013 and held it in 9 quarters.
  • Palisades Hudson Asset Management's FAMILY DOLLAR STORES position peaked at $545K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2015, filed 6 Nov 2015.