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Avantax Planning Partners’s Federal Realty Investment Trust FRT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-40
Closed -$5K – 612
2018
Q3 		$5K Buy
+40
New +$5.08K ﹤0.01% 1090
2018
Q2 		– Sell
-45
Closed -$5K – 672
2018
Q1 		$5K Buy
+45
New +$5.31K ﹤0.01% 1316

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's FRT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Federal Realty Investment Trust (FRT) in Q4 2018, closing a stake of 40 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in FRT in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 409 funds tracked by Wall St. Rank hold FRT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Federal Realty Investment Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 40 Federal Realty Investment Trust shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Federal Realty Investment Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Federal Realty Investment Trust position peaked at $5K in Q3 2018.
  • 409 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.