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Woodmont Investment Counsel’s Dollar Tree DLTR Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-4
Closed – – 295
2016
Q3 		$0 Buy
+4
New +$360 ﹤0.01% 716

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Woodmont Investment Counsel's DLTR Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Dollar Tree (DLTR) in Q4 2016, closing a stake of 4 shares.

Woodmont Investment Counsel first reported a position in DLTR in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 624 funds tracked by Wall St. Rank hold DLTR as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Dollar Tree position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 4 Dollar Tree shares in Q4 2016.
  • Woodmont Investment Counsel first reported a position in Dollar Tree in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Dollar Tree position peaked at $0 in Q3 2016.
  • 624 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.