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Altegris Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Altegris Advisors’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
2014
Q4 		– Sell
-11,325
Closed -$1.34M – 21
2014
Q3 		$1.34M Buy
+11,325
New +$1.39M 1.49% 31

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Altegris Advisors's FRT Position: Q4 2014 in Review

Altegris Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2014, closing a stake of 11,325 shares — an estimated $1.34M sold.

Altegris Advisors first reported a position in FRT in Q3 2014 and held it in 1 quarter. The position peaked at $1.34M in Q3 2014. 331 funds tracked by Wall St. Rank hold FRT as of Q4 2014.

  • Altegris Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2014 after selling out during the quarter.
  • Altegris Advisors sold 11,325 Federal Realty Investment Trust shares in Q4 2014, an estimated $1.34M.
  • Altegris Advisors first reported a position in Federal Realty Investment Trust in Q3 2014 and held it in 1 quarter.
  • Altegris Advisors's Federal Realty Investment Trust position peaked at $1.34M in Q3 2014.
  • 331 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2014.

Based on Altegris Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.