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

Barton 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
2016
Q4 		– Sell
-1,300
Closed -$200K – 42
2016
Q3 		$200K Hold
1,300
– – 0.07% 42
2016
Q2 		$215K Hold
1,300
– – 0.08% 42
2016
Q1 		$202K Hold
1,300
– – 0.06% 51
2015
Q4 		$190K Buy
+1,300
New +$188K 0.06% 43

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Barton Investment Management's FRT Position: Q4 2016 in Review

Barton Investment Management sold out of Federal Realty Investment Trust (FRT) in Q4 2016, closing a stake of 1,300 shares — an estimated $200K sold.

Barton Investment Management first reported a position in FRT in Q4 2015 and held it in 4 quarters. The position peaked at $215K in Q2 2016. 391 funds tracked by Wall St. Rank hold FRT as of Q4 2016.

  • Barton Investment Management reported no remaining Federal Realty Investment Trust position as of Q4 2016 after selling out during the quarter.
  • Barton Investment Management sold 1,300 Federal Realty Investment Trust shares in Q4 2016, an estimated $200K.
  • Barton Investment Management first reported a position in Federal Realty Investment Trust in Q4 2015 and held it in 4 quarters.
  • Barton Investment Management's Federal Realty Investment Trust position peaked at $215K in Q2 2016.
  • 391 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2016.

Based on Barton Investment Management's 13F filing for Q4 2016, filed 24 Jan 2017.