Burt Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Burt 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
2021 Q1	–	Sell	-998	Closed	-$85K	–	188
2020 Q4	$85K	Hold	998	–	–	0.03%	141
2020 Q3	$73K	Hold	998	–	–	0.03%	148
2020 Q2	$85K	Hold	998	–	–	0.03%	132
2020 Q1	$74K	Hold	998	–	–	0.03%	132
2019 Q4	$128K	Sell	998 -200	-17%	-$26.6K	0.05%	108
2019 Q3	$163K	Buy	+1,198	New	+$158K	0.07%	94
2019 Q2	–	Hold	0	–	–	–	97
2019 Q1	–	Hold	0	–	–	–	94
2018 Q4	–	Hold	0	–	–	–	101
2018 Q3	–	Hold	0	–	–	–	100
2018 Q2	–	Hold	0	–	–	–	97
2018 Q1	–	Hold	0	–	–	–	103
2017 Q3	–	Sell	-1,198	Closed	-$154K	–	92
2017 Q2	$151K	Hold	1,198	–	–	0.1%	88
2017 Q1	$160K	Sell	1,198 -107	-8%	-$14.8K	0.12%	74
2016 Q4	$185K	Buy	1,305 +100	+8%	+$14.2K	0.17%	73
2016 Q3	$185K	Hold	1,205	–	–	0.2%	63
2016 Q2	$199K	Hold	1,205	–	–	0.22%	54
2016 Q1	$188K	Hold	1,205	–	–	0.17%	64
2015 Q4	$176K	Hold	1,205	–	–	0.14%	72
2015 Q3	$164K	Hold	1,205	–	–	0.2%	61
2015 Q2	$154K	Hold	1,205	–	–	0.17%	69
2015 Q1	$177K	Hold	1,205	–	–	0.18%	57
2014 Q4	$162K	Buy	+1,205	New	+$156K	0.17%	64

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burt Wealth Advisors's FRT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2021, closing a stake of 998 shares — an estimated $85K sold.

Burt Wealth Advisors first reported a position in FRT in Q4 2014 and held it in 17 quarters. The position peaked at $199K in Q2 2016. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2021.

Burt Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 998 Federal Realty Investment Trust shares in Q1 2021, an estimated $85K.
Burt Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2014 and held it in 17 quarters.
Burt Wealth Advisors's Federal Realty Investment Trust position peaked at $199K in Q2 2016.
385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.