BRWA
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B. Riley Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-243
Closed -$32 – 1076
2014
Q4 		$32 Buy
+243
New +$31.6K ﹤0.01% 2326
2014
Q3 		– Sell
-706
Closed -$85.3K – 1100
2014
Q2 		$85.3K Buy
+706
New +$83.4K 0.02% 792

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

B. Riley Wealth Advisors's FRT Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2015, closing a stake of 243 shares — an estimated $32 sold.

B. Riley Wealth Advisors first reported a position in FRT in Q2 2014 and held it in 2 quarters. The position peaked at $85.3K in Q2 2014. 324 funds tracked by Wall St. Rank hold FRT as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 243 Federal Realty Investment Trust shares in Q1 2015, an estimated $32.
  • B. Riley Wealth Advisors first reported a position in Federal Realty Investment Trust in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Federal Realty Investment Trust position peaked at $85.3K in Q2 2014.
  • 324 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.