UCFA
FDO

United Capital Financial Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History

United Capital Financial 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
-2,937
Closed -$231K – 1353
2015
Q2 		$231K Buy
+2,937
New +$231K ﹤0.01% 1145

Other funds holding FDO

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

United Capital Financial Advisors's FDO Position: Q3 2015 in Review

United Capital Financial Advisors sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 2,937 shares — an estimated $231K sold.

United Capital Financial Advisors first reported a position in FDO in Q2 2015 and held it in 1 quarter. The position peaked at $231K in Q2 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • United Capital Financial Advisors reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,937 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $231K.
  • United Capital Financial Advisors first reported a position in FAMILY DOLLAR STORES in Q2 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's FAMILY DOLLAR STORES position peaked at $231K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.