Atherton Lane Advisers’s Federal Realty Investment Trust FRT Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$2.46M	Sell	16,837 -505	-3%	-$73K	0.14%	75
2015 Q3	$2.37M	Sell	17,342 -1,257	-7%	-$168K	0.15%	73
2015 Q2	$2.38M	Sell	18,599 -980	-5%	-$133K	0.13%	74
2015 Q1	$2.88M	Sell	19,579 -420	-2%	-$60.3K	0.16%	77
2014 Q4	$2.67M	Buy	19,999 +45	+0.2%	+$5.84K	0.15%	80
2014 Q3	$2.36M	Buy	19,954 +2,521	+14%	+$309K	0.13%	83
2014 Q2	$2.11M	Buy	+17,433	New	+$2.06M	0.12%	86

Other funds holding FRT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Atherton Lane Advisers's FRT Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Federal Realty Investment Trust (FRT) stake by 2.9% in Q4 2015, selling an estimated $73K and leaving 16,837 shares worth $2.46M. The position accounts for 0.14% of the portfolio, ranked #75.

Atherton Lane Advisers first reported a position in FRT in Q2 2014 and has held it in 7 quarters since. The position peaked at $2.88M in Q1 2015. 343 funds tracked by Wall St. Rank hold FRT as of Q4 2015.

Atherton Lane Advisers held 16,837 shares of Federal Realty Investment Trust worth $2.46M as of Q4 2015.
Atherton Lane Advisers sold 505 Federal Realty Investment Trust shares in Q4 2015, an estimated $73K.
Federal Realty Investment Trust made up 0.14% of Atherton Lane Advisers's portfolio in Q4 2015, its #75 holding.
Atherton Lane Advisers first reported a position in Federal Realty Investment Trust in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's Federal Realty Investment Trust position peaked at $2.88M in Q1 2015.
343 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.