WFG Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History

WFG 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
2014 Q1	–	Sell	-201	Closed	-$13K	–	2382
2013 Q4	$13K	Hold	201	–	–	﹤0.01%	1510
2013 Q3	$14K	Hold	201	–	–	﹤0.01%	1423
2013 Q2	$13K	Buy	+201	New	+$12.5K	﹤0.01%	1383

Other funds holding FDO

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's FDO Position: Q1 2014 in Review

WFG Advisors sold out of FAMILY DOLLAR STORES (FDO) in Q1 2014, closing a stake of 201 shares — an estimated $13K sold.

WFG Advisors first reported a position in FDO in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q3 2013. 381 funds tracked by Wall St. Rank hold FDO as of Q1 2014.

WFG Advisors reported no remaining FAMILY DOLLAR STORES position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 201 FAMILY DOLLAR STORES shares in Q1 2014, an estimated $13K.
WFG Advisors first reported a position in FAMILY DOLLAR STORES in Q2 2013 and held it in 3 quarters.
WFG Advisors's FAMILY DOLLAR STORES position peaked at $14K in Q3 2013.
381 funds tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.