Sheets Smith Wealth Management
FDO

Sheets Smith Wealth Management’s FAMILY DOLLAR STORES FDO Stock Holding History

Sheets Smith Wealth 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
-11,898
Closed -$938K – 247
2015
Q2 		$938K Hold
11,898
– – 0.26% 117
2015
Q1 		$943K Hold
11,898
– – 0.26% 120
2014
Q4 		$942K Hold
11,898
– – 0.25% 124
2014
Q3 		$919K Hold
11,898
– – 0.25% 125
2014
Q2 		$787K Hold
11,898
– – 0.21% 148
2014
Q1 		$690K Hold
11,898
– – 0.19% 142
2013
Q4 		$773K Hold
11,898
– – 0.21% 129
2013
Q3 		$857K Hold
11,898
– – 0.28% 97
2013
Q2 		$741K Buy
+11,898
New +$738K 0.25% 108

Other funds holding FDO

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

Sheets Smith Wealth Management's FDO Position: Q3 2015 in Review

Sheets Smith Wealth Management sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 11,898 shares — an estimated $938K sold.

Sheets Smith Wealth Management first reported a position in FDO in Q2 2013 and held it in 9 quarters. The position peaked at $943K in Q1 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • Sheets Smith Wealth Management reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,898 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $938K.
  • Sheets Smith Wealth Management first reported a position in FAMILY DOLLAR STORES in Q2 2013 and held it in 9 quarters.
  • Sheets Smith Wealth Management's FAMILY DOLLAR STORES position peaked at $943K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2015, filed 13 Nov 2015.