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Stanford Investment Group’s Dollar Tree DLTR Stock Holding History

Stanford Investment Group’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 		– Sell
-11
Closed -$1K – 75
2016
Q4 		$1K Hold
11
– – ﹤0.01% 365
2016
Q3 		$1K Hold
11
– – ﹤0.01% 403
2016
Q2 		$1K Hold
11
– – ﹤0.01% 348
2016
Q1 		$1K Hold
11
– – ﹤0.01% 348
2015
Q4 		$1K Hold
11
– – ﹤0.01% 323
2015
Q3 		$1K Buy
+11
New +$826 ﹤0.01% 329

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

Stanford Investment Group's DLTR Position: Q1 2017 in Review

Stanford Investment Group sold out of Dollar Tree (DLTR) in Q1 2017, closing a stake of 11 shares — an estimated $1K sold.

Stanford Investment Group first reported a position in DLTR in Q3 2015 and held it in 6 quarters. The position peaked at $1K in Q4 2016. 596 funds tracked by Wall St. Rank hold DLTR as of Q1 2017.

  • Stanford Investment Group reported no remaining Dollar Tree position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 11 Dollar Tree shares in Q1 2017, an estimated $1K.
  • Stanford Investment Group first reported a position in Dollar Tree in Q3 2015 and held it in 6 quarters.
  • Stanford Investment Group's Dollar Tree position peaked at $1K in Q4 2016.
  • 596 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.