ACI
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Advance Capital I’s Federal Realty Investment Trust FRT Stock Holding History

Advance Capital I’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,000
Closed -$609K – 302
2013
Q3 		$609K Buy
+6,000
New +$615K 0.31% 122

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advance Capital I's FRT Position: Q4 2013 in Review

Advance Capital I sold out of Federal Realty Investment Trust (FRT) in Q4 2013, closing a stake of 6,000 shares — an estimated $609K sold.

Advance Capital I first reported a position in FRT in Q3 2013 and held it in 1 quarter. The position peaked at $609K in Q3 2013. 310 funds tracked by Wall St. Rank hold FRT as of Q4 2013.

  • Advance Capital I reported no remaining Federal Realty Investment Trust position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 6,000 Federal Realty Investment Trust shares in Q4 2013, an estimated $609K.
  • Advance Capital I first reported a position in Federal Realty Investment Trust in Q3 2013 and held it in 1 quarter.
  • Advance Capital I's Federal Realty Investment Trust position peaked at $609K in Q3 2013.
  • 310 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.