Advantage Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Advantage Investment Management’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
2017 Q3	–	Sell	-200	Closed	-$25K	–	1051
2017 Q2	$25K	Hold	200	–	–	0.01%	518
2017 Q1	$27K	Hold	200	–	–	0.01%	489
2016 Q4	$28K	Hold	200	–	–	0.01%	442
2016 Q3	$31K	Hold	200	–	–	0.01%	426
2016 Q2	$33K	Hold	200	–	–	0.02%	398
2016 Q1	$31K	Sell	200 -50	-20%	-$7.48K	0.01%	395
2015 Q4	$37K	Hold	250	–	–	0.02%	375
2015 Q3	$34K	Hold	250	–	–	0.02%	368
2015 Q2	$32K	Hold	250	–	–	0.02%	404
2015 Q1	$37K	Hold	250	–	–	0.02%	366
2014 Q4	$33K	Buy	+250	New	+$32.5K	0.02%	353

Other funds holding FRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advantage Investment Management's FRT Position: Q3 2017 in Review

Advantage Investment Management sold out of Federal Realty Investment Trust (FRT) in Q3 2017, closing a stake of 200 shares — an estimated $25K sold.

Advantage Investment Management first reported a position in FRT in Q4 2014 and held it in 11 quarters. The position peaked at $37K in Q4 2015. 369 funds tracked by Wall St. Rank hold FRT as of Q3 2017.

Advantage Investment Management reported no remaining Federal Realty Investment Trust position as of Q3 2017 after selling out during the quarter.
Advantage Investment Management sold 200 Federal Realty Investment Trust shares in Q3 2017, an estimated $25K.
Advantage Investment Management first reported a position in Federal Realty Investment Trust in Q4 2014 and held it in 11 quarters.
Advantage Investment Management's Federal Realty Investment Trust position peaked at $37K in Q4 2015.
369 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.