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R&F Capital Advisors’s Dollar Tree DLTR Stock Holding History

R&F Capital Advisors’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
Q1 		$975K Buy
+12,428
New +$955K 0.25% 96

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

R&F Capital Advisors's DLTR Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Dollar Tree (DLTR) in Q1 2017: 12,428 shares worth $975K. The stake represents 0.25% of the portfolio and ranks #96 among its holdings.

597 funds tracked by Wall St. Rank hold DLTR as of Q1 2017.

  • R&F Capital Advisors held 12,428 shares of Dollar Tree worth $975K as of Q1 2017.
  • Dollar Tree was a new R&F Capital Advisors position in Q1 2017.
  • Dollar Tree made up 0.25% of R&F Capital Advisors's portfolio in Q1 2017, its #96 holding.
  • 597 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.