WA
FDO

Wheatland Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History

Wheatland 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
-10,450
Closed -$824K – 87
2015
Q2 		$824K Hold
10,450
– – 0.79% 46
2015
Q1 		$828K Hold
10,450
– – 0.83% 47
2014
Q4 		$828K Hold
10,450
– – 0.81% 48
2014
Q3 		$807K Sell
10,450
-600
-5% -$44.2K 0.81% 48
2014
Q2 		$474K Hold
11,050
– – 0.43% 66
2014
Q1 		$641K Sell
11,050
-250
-2% -$15.8K 0.65% 51
2013
Q4 		$734K Buy
+11,300
New +$773K 0.77% 46

Other funds holding FDO

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

Wheatland Advisors's FDO Position: Q3 2015 in Review

Wheatland Advisors sold out of FAMILY DOLLAR STORES (FDO) in Q3 2015, closing a stake of 10,450 shares — an estimated $824K sold.

Wheatland Advisors first reported a position in FDO in Q4 2013 and held it in 7 quarters. The position peaked at $828K in Q1 2015. 1 fund tracked by Wall St. Rank holds FDO as of Q3 2015.

  • Wheatland Advisors reported no remaining FAMILY DOLLAR STORES position as of Q3 2015 after selling out during the quarter.
  • Wheatland Advisors sold 10,450 FAMILY DOLLAR STORES shares in Q3 2015, an estimated $824K.
  • Wheatland Advisors first reported a position in FAMILY DOLLAR STORES in Q4 2013 and held it in 7 quarters.
  • Wheatland Advisors's FAMILY DOLLAR STORES position peaked at $828K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2015.

Based on Wheatland Advisors's 13F filing for Q3 2015, filed 6 Nov 2015.