RNS
FDO

Robert N. Shapiro’s FAMILY DOLLAR STORES FDO Stock Holding History

Robert N. Shapiro’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 		$27K Buy
348
+214
+160% +$16.8K 0.01% 568
2014
Q3 		$11K Buy
+134
New +$9.88K ﹤0.01% 692
2013
Q4 		– Sell
-620
Closed -$44K – 1018
2013
Q3 		$44K Hold
620
– – 0.01% 632
2013
Q2 		$39K Buy
+620
New +$38.5K 0.01% 627

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

Robert N. Shapiro's FDO Position: Q4 2014 in Review

Robert N. Shapiro increased its FAMILY DOLLAR STORES (FDO) stake by 160% in Q4 2014, buying an estimated $16.8K and bringing the position to 348 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #568.

Robert N. Shapiro first reported a position in FDO in Q2 2013 and has held it in 4 quarters since. The position peaked at $44K in Q3 2013. 377 funds tracked by Wall St. Rank hold FDO as of Q4 2014.

  • Robert N. Shapiro held 348 shares of FAMILY DOLLAR STORES worth $27K as of Q4 2014.
  • Robert N. Shapiro bought 214 FAMILY DOLLAR STORES shares in Q4 2014, an estimated $16.8K.
  • FAMILY DOLLAR STORES made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #568 holding.
  • Robert N. Shapiro first reported a position in FAMILY DOLLAR STORES in Q2 2013 and has held it in 4 quarters since.
  • Robert N. Shapiro's FAMILY DOLLAR STORES position peaked at $44K in Q3 2013.
  • 377 funds tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.