TWA
FDO

TCI Wealth Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History

TCI Wealth Advisors’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
-70
Closed -$6K – 1068
2015
Q2 		$6K Hold
70
– – ﹤0.01% 627
2015
Q1 		$6K Hold
70
– – ﹤0.01% 556
2014
Q4 		$6K Hold
70
– – ﹤0.01% 544
2014
Q3 		$5K Hold
70
– – ﹤0.01% 588
2014
Q2 		$5K Sell
70
-9
-11% -$543 ﹤0.01% 616
2014
Q1 		$5K Hold
79
– – ﹤0.01% 581
2013
Q4 		$5K Hold
79
– – ﹤0.01% 579
2013
Q3 		$6K Hold
79
– – ﹤0.01% 472
2013
Q2 		$5K Buy
+79
New +$4.9K ﹤0.01% 477

Other funds holding FDO

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

TCI Wealth Advisors's FDO Position: Q3 2015 in Review

TCI Wealth Advisors sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 70 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in FDO in Q2 2013 and held it in 9 quarters. The position peaked at $6K in Q2 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • TCI Wealth Advisors reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 70 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $6K.
  • TCI Wealth Advisors first reported a position in FAMILY DOLLAR STORES in Q2 2013 and held it in 9 quarters.
  • TCI Wealth Advisors's FAMILY DOLLAR STORES position peaked at $6K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on TCI Wealth Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.